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FPF

First Trust Intermediate Duration Preferred & Income Fund

86 hedge funds and large institutions have $265M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

19% more funds holding

Funds holding: 7286 (+14)

3% more capital invested

Capital invested by funds: $258M → $265M (+$7.09M)

0.71% more ownership

Funds ownership: 17.08%17.79% (+0.71%)

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$313K +$20.6K +835 +7%
CWM
52
Cornerstone Wealth Management
Missouri
$292K +$55.9K +2,264 +23%
SPC
53
Sigma Planning Corp
Michigan
$285K +$27K +1,092 +10%
WS
54
Wedbush Securities
California
$277K -$14.5K -588 -5%
PAG
55
Private Advisor Group
New Jersey
$252K -$474K -19,216 -65%
AWA
56
Arete Wealth Advisors
Illinois
$244K +$247K +10,007 New
AWM
57
AllSquare Wealth Management
New York
$239K
LA
58
LVW Advisors
New York
$239K
NFG
59
Next Financial Group
Texas
$236K
SMC
60
Smith, Moore & Co
Missouri
$229K +$30.1K +1,221 +15%
Creative Planning
61
Creative Planning
Kansas
$218K -$38.7K -1,568 -15%
APA
62
American Portfolios Advisors
New York
$214K +$216K +8,767 New
GA
63
Greytown Advisors
Florida
$209K +$136K +5,527 New
IP
64
Intellectus Partners
California
$201K +$3.38K +137 +2%
Citigroup
65
Citigroup
New York
$181K +$51.5K +2,085 +39%
WWMSC
66
Wagner Wealth Management (South Carolina)
South Carolina
$174K +$177K +7,180 New
SWM
67
SeaCrest Wealth Management
New York
$157K +$159K +6,423 New
SPIA
68
Steward Partners Investment Advisory
New York
$148K +$93.2K +3,775 +164%
GRP
69
Global Retirement Partners
California
$137K +$1.36K +55 +1%
FFC
70
First Financial Corp
Indiana
$99K -$6.17K -250 -6%
CHC
71
City Holding Co
West Virginia
$87K +$14.7K +595 +20%
FNB
72
Farmers National Bank
Kentucky
$80K +$81.5K +3,300 New
AA
73
AlphaMark Advisors
Kentucky
$69K
SEI Investments
74
SEI Investments
Pennsylvania
$57K +$57.3K +2,321 New
CFN
75
Cordasco Financial Network
Florida
$45K