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FPF

First Trust Intermediate Duration Preferred & Income Fund

88 hedge funds and large institutions have $243M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

1% more funds holding

Funds holding: 8788 (+1)

0% more capital invested

Capital invested by funds: $242M → $243M (+$285K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 18.07%17.54% (-0.53%)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
30
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Whitener Capital Management
North Carolina
$253K +$5.35K +240 +2%
FM
52
Family Management
New York
$250K +$5.19K +233 +2%
Creative Planning
53
Creative Planning
Kansas
$248K
GA
54
Greytown Advisors
Florida
$247K
RCA
55
Rowland Carmichael Advisors
Arizona
$231K
SPC
56
Sigma Planning Corp
Michigan
$225K -$8.35K -375 -4%
CAN
57
Cetera Advisor Networks
California
$221K -$26K -1,168 -11%
HF
58
HRT Financial
New York
$221K +$217K +9,740 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$202K +$199K +8,929 New
NFG
60
Next Financial Group
Texas
$144K +$22.7K +1,020 +19%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$143K +$1.67K +75 +1%
SPIA
62
Steward Partners Investment Advisory
New York
$131K +$129K +5,775 New
APA
63
American Portfolios Advisors
New York
$116K +$6.82K +306 +6%
AWM
64
AllSquare Wealth Management
New York
$109K
GRP
65
Global Retirement Partners
California
$94K +$1.43K +64 +2%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$76K
FNB
67
Farmers National Bank
Kentucky
$75K
ASN
68
Advisory Services Network
Georgia
$67K +$40.9K +1,838 +169%
IWA
69
IBEX Wealth Advisors
New Jersey
$53K +$52.1K +2,340 New
GWM
70
Geneos Wealth Management
Colorado
$46K
CHC
71
City Holding Co
West Virginia
$45K
CFN
72
Cordasco Financial Network
Florida
$42K
GSWM
73
Golden State Wealth Management
California
$34K
CIAS
74
Capital Investment Advisory Services
North Carolina
$33K
EWM
75
Executive Wealth Management
Michigan
$30K +$379 +17 +1%