FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

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.

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.9M
2
VIA
2
Vident Investment Advisory
Georgia
$5.77M
3
Wells Fargo
3
Wells Fargo
California
$12.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$89M
5
Invesco
5
Invesco
Georgia
$13.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
JHIU
2
Janus Henderson Investors US
Colorado
$0
3
Millennium Management
3
Millennium Management
New York
$203K
4
SCM
4
Sterneck Capital Management
Missouri
$3.45M
5
Stifel Financial
5
Stifel Financial
Missouri
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$202K 8,351 +2,100 +34%
IP
52
Intellectus Partners
California
$181K 7,775 -845 -10%
DADC
53
D.A. Davidson & Co
Montana
$164K 7,075 – –
GRP
54
Global Retirement Partners
California
$115K 4,962 +976 +24%
SIA
55
Sit Investment Associates
Minnesota
$112K 4,800 -9,600 -67%
FFC
56
First Financial Corp
Indiana
$112K 4,800 – –
Creative Planning
57
Creative Planning
Kansas
$106K 4,550 -315 -6%
CHC
58
City Holding Co
West Virginia
$69K 2,980 +1,575 +112%
AA
59
AlphaMark Advisors
Kentucky
$66K 2,850 +2,850 New
Citigroup
60
Citigroup
New York
$53K 2,318 -98 -4%
SPIA
61
Steward Partners Investment Advisory
New York
$53K 2,300 – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$46K 1,990 +890 +81%
CFN
63
Cordasco Financial Network
Florida
$43K 1,836 – –
LCM
64
Liberty Capital Management
Michigan
$36K 1,530 – –
GBBWRPM
65
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K 1,500 – –
MA
66
MCF Advisors
Kentucky
$34K 1,445 +1,445 New
PCM
67
Penserra Capital Management
California
$32K 1,417 +434 +44%
CFA
68
Carroll Financial Associates
North Carolina
$25K 1,100 – –
FHA
69
First Horizon Advisors
Tennessee
$23K 1,000 -8,040 -89%
AIM
70
Anchor Investment Management
South Carolina
$8.72K 375 – –
US Bancorp
71
US Bancorp
Minnesota
$8K 350 -1,650 -83%
TRCT
72
Tower Research Capital (TRC)
New York
$6K 268 +268 New
MA
73
MUFG Americas
New York
$1K 23 +23 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– – -271,333 Closed
JHIU
75
Janus Henderson Investors US
Colorado
– – -113,600 Closed
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3
4