We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

71 hedge funds and large institutions have $261M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $233M → $261M (+$28.9M)

0.88% more ownership

Funds ownership: 16.35%17.24% (+0.88%)

4% less funds holding

Funds holding: 7471 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
32
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$187K +$72.2K +3,002 +66%
DADC
52
D.A. Davidson & Co
Montana
$175K
GRP
53
Global Retirement Partners
California
$137K +$13K +541 +11%
SIA
54
Sit Investment Associates
Minnesota
$119K
FFC
55
First Financial Corp
Indiana
$107K -$11.4K -475 -10%
CHC
56
City Holding Co
West Virginia
$74K
AA
57
AlphaMark Advisors
Kentucky
$71K
Citigroup
58
Citigroup
New York
$57K -$433 -18 -0.8%
SPIA
59
Steward Partners Investment Advisory
New York
$57K
CFN
60
Cordasco Financial Network
Florida
$46K
PCM
61
Penserra Capital Management
California
$38K +$3.39K +141 +10%
GBBWRPM
62
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$37K
LCM
63
Liberty Capital Management
Michigan
$37K
MCIA
64
Mountain Capital Investment Advisors
Colorado
$31K +$30.3K +1,260 New
CFA
65
Carroll Financial Associates
North Carolina
$27K
GWM
66
Geneos Wealth Management
Colorado
$25K +$25.1K +1,044 New
FHA
67
First Horizon Advisors
Tennessee
$24K
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$12K
AIM
69
Anchor Investment Management
South Carolina
$9.3K
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$6.56K +273 New
MA
71
MUFG Americas
New York
$1K
IWM
72
IHT Wealth Management
Illinois
$131 -$43.6K -1,814 -14%
SG Americas Securities
73
SG Americas Securities
New York
-$406K -17,457 Closed
DA
74
Doliver Advisors
Texas
-$405K -17,440 Closed
AWM
75
AllSquare Wealth Management
New York
-$205K -8,800 Closed