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FPF

First Trust Intermediate Duration Preferred & Income Fund

84 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

1.8% less ownership

Funds ownership: 17.79%15.98% (-1.8%)

2% less funds holding

Funds holding: 8684 (-2)

14% less capital invested

Capital invested by funds: $265M → $228M (-$37.1M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
34
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$286K +$60.3K +2,584 +27%
SPC
52
Sigma Planning Corp
Michigan
$283K +$11.3K +486 +4%
WS
53
Wedbush Securities
California
$281K +$16.6K +710 +6%
APA
54
American Portfolios Advisors
New York
$268K +$64.3K +2,754 +31%
AWM
55
AllSquare Wealth Management
New York
$228K
LA
56
LVW Advisors
New York
$212K -$16.2K -693 -7%
Creative Planning
57
Creative Planning
Kansas
$204K -$4.67K -200 -2%
SG Americas Securities
58
SG Americas Securities
New York
$194K -$836K -35,822 -81%
IP
59
Intellectus Partners
California
$178K -$12.9K -554 -7%
WWMSC
60
Wagner Wealth Management (South Carolina)
South Carolina
$167K
GRP
61
Global Retirement Partners
California
$164K +$33.7K +1,444 +26%
Citigroup
62
Citigroup
New York
$158K -$14.6K -627 -8%
SWM
63
SeaCrest Wealth Management
New York
$147K -$2.31K -99 -2%
SPIA
64
Steward Partners Investment Advisory
New York
$141K
CF
65
Centaurus Financial
California
$133K +$133K +5,697 New
FNB
66
Farmers National Bank
Kentucky
$77K
CHC
67
City Holding Co
West Virginia
$46K -$36.8K -1,575 -44%
CFN
68
Cordasco Financial Network
Florida
$43K
GBBWRPM
69
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K
FFC
70
First Financial Corp
Indiana
$31K -$63.6K -2,725 -67%
CFA
71
Carroll Financial Associates
North Carolina
$25K
GWM
72
Geneos Wealth Management
Colorado
$24K
KCPG
73
Kavar Capital Partners Group
Kansas
$23K +$23.5K +1,007 New
PA
74
Perennial Advisors
New York
$19K
ASN
75
Advisory Services Network
Georgia
$15K +$15.2K +650 New