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FPF

First Trust Intermediate Duration Preferred & Income Fund

74 hedge funds and large institutions have $233M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $215M → $233M (+$17.7M)

4% more funds holding

Funds holding: 7174 (+3)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.87% more ownership

Funds ownership: 15.49%16.35% (+0.87%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
26
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$202K +$48.7K +2,100 +34%
IP
52
Intellectus Partners
California
$181K -$19.6K -845 -10%
DADC
53
D.A. Davidson & Co
Montana
$164K
GRP
54
Global Retirement Partners
California
$115K +$22.6K +976 +24%
SIA
55
Sit Investment Associates
Minnesota
$112K -$222K -9,600 -67%
FFC
56
First Financial Corp
Indiana
$112K
Creative Planning
57
Creative Planning
Kansas
$106K -$7.3K -315 -6%
CHC
58
City Holding Co
West Virginia
$69K +$36.5K +1,575 +112%
AA
59
AlphaMark Advisors
Kentucky
$66K +$66K +2,850 New
Citigroup
60
Citigroup
New York
$53K -$2.27K -98 -4%
SPIA
61
Steward Partners Investment Advisory
New York
$53K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$46K +$20.6K +890 +81%
CFN
63
Cordasco Financial Network
Florida
$43K
LCM
64
Liberty Capital Management
Michigan
$36K
GBBWRPM
65
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K
MA
66
MCF Advisors
Kentucky
$34K +$33.5K +1,445 New
PCM
67
Penserra Capital Management
California
$32K +$10.1K +434 +44%
CFA
68
Carroll Financial Associates
North Carolina
$25K
FHA
69
First Horizon Advisors
Tennessee
$23K -$186K -8,040 -89%
AIM
70
Anchor Investment Management
South Carolina
$8.71K
US Bancorp
71
US Bancorp
Minnesota
$8K -$38.2K -1,650 -83%
TRCT
72
Tower Research Capital (TRC)
New York
$6K +$6.21K +268 New
MA
73
MUFG Americas
New York
$1K +$533 +23 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$5.8M -271,333 Closed
JHIU
75
Janus Henderson Investors US
Colorado
-$2.58M -113,600 Closed