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FPF

First Trust Intermediate Duration Preferred & Income Fund

93 hedge funds and large institutions have $216M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 9193 (+2)

0.83% more ownership

Funds ownership: 16.88%17.71% (+0.83%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

6% less capital invested

Capital invested by funds: $228M → $216M (-$12.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
27
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$288K -$4.51K -225 -2%
DC
52
Davenport & Co
Virginia
$277K +$281K +14,003 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$265K +$268K +13,388 New
GA
54
Greytown Advisors
Florida
$257K
GCP
55
Gill Capital Partners
Colorado
$233K +$197K +9,837 New
Creative Planning
56
Creative Planning
Kansas
$230K -$3.21K -160 -1%
VF
57
Virtu Financial
New York
$217K +$220K +10,955 New
CAN
58
Cetera Advisor Networks
California
$216K -$13.7K -684 -6%
SPC
59
Sigma Planning Corp
Michigan
$212K -$3.19K -159 -1%
WCM
60
Whitener Capital Management
North Carolina
$210K -$65.2K -3,250 -23%
FM
61
Family Management
New York
$209K +$212K +10,558 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$207K -$54K -2,695 -20%
RCA
63
Rowland Carmichael Advisors
Arizona
$201K +$204K +10,151 New
TJHA
64
Thomas J. Herzfeld Advisors
Florida
$174K +$176K +8,781 New
NFG
65
Next Financial Group
Texas
$121K -$72.1K -3,593 -37%
SWM
66
SeaCrest Wealth Management
New York
$119K
MOS
67
MGO One Seven
Ohio
$96K +$97.4K +4,859 New
AWM
68
AllSquare Wealth Management
New York
$95K -$100K -5,000 -51%
APA
69
American Portfolios Advisors
New York
$87.6K -$35.5K -1,771 -29%
Citigroup
70
Citigroup
New York
$82K -$146K -7,299 -64%
GRP
71
Global Retirement Partners
California
$79K -$63.7K -3,176 -44%
HT
72
Heritage Trust
Oklahoma
$79K
MNBTD
73
Moody National Bank Trust Division
Texas
$79K
CHC
74
City Holding Co
West Virginia
$40K
GWM
75
Geneos Wealth Management
Colorado
$40K