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FPF

First Trust Intermediate Duration Preferred & Income Fund

87 hedge funds and large institutions have $242M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $216M → $242M (+$26.7M)

0.36% more ownership

Funds ownership: 17.71%18.07% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 9387 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$224K -$9.73K -459 -4%
RCA
52
Rowland Carmichael Advisors
Arizona
$221K
PAS
53
Park Avenue Securities
New York
$202K +$195K +9,209 New
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$198K +$5.88K +277 +3%
IP
55
Intellectus Partners
California
$191K +$186K +8,776 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$136K +$132K +6,233 New
NFG
57
Next Financial Group
Texas
$116K -$17.1K -807 -13%
NFH
58
NEXT Financial Holdings
Texas
$116K +$112K +5,300 New
AWM
59
AllSquare Wealth Management
New York
$105K
APA
60
American Portfolios Advisors
New York
$104K +$7.64K +360 +8%
SWM
61
SeaCrest Wealth Management
New York
$95K -$35K -1,652 -27%
GRP
62
Global Retirement Partners
California
$89K +$1.4K +66 +2%
Citigroup
63
Citigroup
New York
$88K -$2.14K -101 -2%
MNBTD
64
Moody National Bank Trust Division
Texas
$87K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$76K -$486K -22,930 -88%
FNB
66
Farmers National Bank
Kentucky
$72K +$70K +3,300 New
CF
67
Centaurus Financial
California
$52.5K -$9.99K -471 -29%
CHC
68
City Holding Co
West Virginia
$44K
GWM
69
Geneos Wealth Management
Colorado
$44K
CFN
70
Cordasco Financial Network
Florida
$40K
GSWM
71
Golden State Wealth Management
California
$33K +$31.8K +1,500 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$31K
EWM
73
Executive Wealth Management
Michigan
$28K
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$27K +$26.3K +1,240 New
1IA
75
1834 Investment Advisors
Wisconsin
$24K