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FPF

First Trust Intermediate Duration Preferred & Income Fund

83 hedge funds and large institutions have $250M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $243M → $250M (+$7.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 17.54%17.39% (-0.15%)

6% less funds holding

Funds holding: 8883 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Whitener Capital Management
North Carolina
$208K -$53.4K -2,300 -21%
SPIA
52
Steward Partners Investment Advisory
New York
$207K +$69.6K +3,000 +52%
SMC
53
Smith, Moore & Co
Missouri
$206K +$202K +8,694 New
NFG
54
Next Financial Group
Texas
$173K +$23.3K +1,005 +16%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$142K +$116K +5,000 +500%
APA
56
American Portfolios Advisors
New York
$138K +$17K +732 +14%
AWM
57
AllSquare Wealth Management
New York
$106K -$6.96K -300 -6%
GRP
58
Global Retirement Partners
California
$88K -$9.8K -422 -10%
Citigroup
59
Citigroup
New York
$78K -$182K -7,860 -71%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$76K
ASN
61
Advisory Services Network
Georgia
$67K
SB
62
Strategic Blueprint
Georgia
$58K +$56.9K +2,450 New
FANJ
63
Financial Architects (New Jersey)
New Jersey
$55K -$92.4K -3,980 -63%
CHC
64
City Holding Co
West Virginia
$47K
GWM
65
Geneos Wealth Management
Colorado
$47K
CFN
66
Cordasco Financial Network
Florida
$43K
GSWM
67
Golden State Wealth Management
California
$35K
CIAS
68
Capital Investment Advisory Services
North Carolina
$33K
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$27K
RIA
70
Realta Investment Advisors
Delaware
$21K +$20.3K +875 New
FIA
71
FNY Investment Advisers
New York
$21K +$20.9K +900 New
QCIG
72
Quad-Cities Investment Group
Iowa
$20K +$46 +2 +0.2%
US Bancorp
73
US Bancorp
Minnesota
$19K -$2.99K -129 -14%
AF
74
Advisornet Financial
Minnesota
$19K +$18.6K +800 New
S
75
SignatureFD
Georgia
$18K +$17.6K +759 New