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FPF

First Trust Intermediate Duration Preferred & Income Fund

91 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 8891 (+3)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

2.03% less ownership

Funds ownership: 18.91%16.88% (-2%)

9% less capital invested

Capital invested by funds: $249M → $228M (-$21.2M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
16
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$288K -$248K -11,401 -46%
SMC
52
Smith, Moore & Co
Missouri
$286K +$59.2K +2,723 +26%
GA
53
Greytown Advisors
Florida
$278K +$215K +9,875 New
WS
54
Wedbush Securities
California
$276K +$13.9K +638 +5%
M&T Bank
55
M&T Bank
New York
$261K +$264K +12,117 New
Creative Planning
56
Creative Planning
Kansas
$254K +$23.3K +1,073 +10%
CAN
57
Cetera Advisor Networks
California
$251K +$252K +11,576 New
Citigroup
58
Citigroup
New York
$247K +$121K +5,562 +95%
IWM
59
IHT Wealth Management
Illinois
$237K -$24.5K -1,125 -9%
SPC
60
Sigma Planning Corp
Michigan
$235K -$22.9K -1,052 -9%
SFS
61
Shaker Financial Services
Virginia
$212K +$214K +9,842 New
AWM
62
AllSquare Wealth Management
New York
$211K
William Blair & Company
63
William Blair & Company
Illinois
$210K -$83.1K -3,818 -28%
NFG
64
Next Financial Group
Texas
$209K
IP
65
Intellectus Partners
California
$171K +$3.35K +154 +2%
WWMSC
66
Wagner Wealth Management (South Carolina)
South Carolina
$155K
GRP
67
Global Retirement Partners
California
$155K +$1.35K +62 +0.9%
APA
68
American Portfolios Advisors
New York
$134K -$17.4K -801 -11%
SPIA
69
Steward Partners Investment Advisory
New York
$131K
SWM
70
SeaCrest Wealth Management
New York
$130K -$305 -14 -0.2%
HT
71
Heritage Trust
Oklahoma
$86K +$87K +4,000 New
MNBTD
72
Moody National Bank Trust Division
Texas
$86K +$87K +4,000 New
CHC
73
City Holding Co
West Virginia
$43K
GWM
74
Geneos Wealth Management
Colorado
$43K +$21.4K +985 +94%
CFN
75
Cordasco Financial Network
Florida
$40K