FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

87 hedge funds and large institutions have $249M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
30
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94M
2
Truist Financial
2
Truist Financial
North Carolina
$2.4M
3
LCM
3
Landscape Capital Management
New Jersey
$2.25M
4
SFS
4
Shaker Financial Services
Virginia
$2.92M
5
RCM
5
Rivernorth Capital Management
Florida
$1.37M

Top Sellers

1
VIA
1
Vident Investment Advisory
Georgia
$0
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.79M
3
Ameriprise
3
Ameriprise
Minnesota
$2.86M
4
LPL Financial
4
LPL Financial
California
$4.08M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$861K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$271K 11,492 – –
FIA
52
FNY Investment Advisers
New York
$250K 10,631 +9,731 +1,081%
RCA
53
Rowland Carmichael Advisors
Arizona
$239K 10,151 – –
SPC
54
Sigma Planning Corp
Michigan
$235K 9,957 +36 +0.4%
SPIA
55
Steward Partners Investment Advisory
New York
$231K 9,815 +1,040 +12%
CAN
56
Cetera Advisor Networks
California
$229K 9,722 -502 -5%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$221K 9,359 +9,359 New
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$219K 9,300 +9,300 New
NFG
59
Next Financial Group
Texas
$218K 9,231 +1,906 +26%
APA
60
American Portfolios Advisors
New York
$217K 9,191 +3,371 +58%
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$114K 4,835 +4,835 New
AWM
62
AllSquare Wealth Management
New York
$106K 4,500 – –
GRP
63
Global Retirement Partners
California
$89K 3,769 +58 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$76K 3,038 – –
FANJ
65
Financial Architects (New Jersey)
New Jersey
$55K 2,328 – –
GWM
66
Geneos Wealth Management
Colorado
$47K 2,029 – –
CHC
67
City Holding Co
West Virginia
$47K 2,000 – –
GI
68
Gradient Investments
Minnesota
$47K 1,992 +1,702 +587%
CFN
69
Cordasco Financial Network
Florida
$43K 1,836 – –
PA
70
Procyon Advisors
Connecticut
$29K 1,217 +1,217 New
WCG
71
Weaver Consulting Group
California
$28K 1,181 +1,181 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$24K 1,000 -5,000 -83%
MMG
73
Monetary Management Group
Missouri
$24K 1,000 +1,000 New
SWM
74
Sugarloaf Wealth Management
Georgia
$24K 1,000 +1,000 New
EWM
75
EPG Wealth Management
Georgia
$24K 1,003 +1,003 New
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