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FPF

First Trust Intermediate Duration Preferred & Income Fund

72 hedge funds and large institutions have $258M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7172 (+1)

0.15% less ownership

Funds ownership: 17.24%17.08% (-0.15%)

1% less capital invested

Capital invested by funds: $261M → $258M (-$3.09M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
32
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AllSquare Wealth Management
New York
$242K +$241K +9,800 New
CWM
52
Cornerstone Wealth Management
Missouri
$241K +$243K +9,905 New
NFG
53
Next Financial Group
Texas
$240K +$24.5K +1,000 +11%
SFS
54
Sowell Financial Services
Arkansas
$206K
SMC
55
Smith, Moore & Co
Missouri
$202K +$200K +8,166 New
IP
56
Intellectus Partners
California
$199K +$3.34K +136 +2%
GRP
57
Global Retirement Partners
California
$137K +$1.32K +54 +1%
Citigroup
58
Citigroup
New York
$132K +$74.4K +3,030 +132%
FFC
59
First Financial Corp
Indiana
$107K
SIA
60
Sit Investment Associates
Minnesota
$91K -$27.2K -1,110 -23%
CHC
61
City Holding Co
West Virginia
$74K
AA
62
AlphaMark Advisors
Kentucky
$70K
SPIA
63
Steward Partners Investment Advisory
New York
$56K
CFN
64
Cordasco Financial Network
Florida
$45K
LCM
65
Liberty Capital Management
Michigan
$38K
GBBWRPM
66
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$37K
CFA
67
Carroll Financial Associates
North Carolina
$27K
GWM
68
Geneos Wealth Management
Colorado
$25K
FHA
69
First Horizon Advisors
Tennessee
$24K
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$12K
AIM
71
Anchor Investment Management
South Carolina
$9.27K
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$147 +6 +2%
HFS
73
HL Financial Services
Kentucky
-$685K -27,626 Closed
SF
74
Synovus Financial
Georgia
-$369K -14,949 Closed
DADC
75
D.A. Davidson & Co
Montana
-$175K -7,075 Closed