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FPF

First Trust Intermediate Duration Preferred & Income Fund

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.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

5% more funds holding

Funds holding: 8387 (+4)

0.01% more ownership

Funds ownership: 17.39%17.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $250M → $249M (-$397K)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.71%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$271K
FIA
52
FNY Investment Advisers
New York
$250K +$231K +9,731 +1,081%
RCA
53
Rowland Carmichael Advisors
Arizona
$239K
SPC
54
Sigma Planning Corp
Michigan
$235K +$856 +36 +0.4%
SPIA
55
Steward Partners Investment Advisory
New York
$231K +$24.7K +1,040 +12%
CAN
56
Cetera Advisor Networks
California
$229K -$11.9K -502 -5%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$221K +$223K +9,359 New
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$219K +$221K +9,300 New
NFG
59
Next Financial Group
Texas
$218K +$45.3K +1,906 +26%
APA
60
American Portfolios Advisors
New York
$217K +$80.2K +3,371 +58%
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$114K +$115K +4,835 New
AWM
62
AllSquare Wealth Management
New York
$106K
GRP
63
Global Retirement Partners
California
$89K +$1.38K +58 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$76K
FANJ
65
Financial Architects (New Jersey)
New Jersey
$55K
CHC
66
City Holding Co
West Virginia
$47K
GWM
67
Geneos Wealth Management
Colorado
$47K
GI
68
Gradient Investments
Minnesota
$47K +$40.5K +1,702 +587%
CFN
69
Cordasco Financial Network
Florida
$43K
PA
70
Procyon Advisors
Connecticut
$29K +$28.9K +1,217 New
WCG
71
Weaver Consulting Group
California
$28K +$28.1K +1,181 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$24K -$119K -5,000 -83%
MMG
73
Monetary Management Group
Missouri
$24K +$23.8K +1,000 New
SWM
74
Sugarloaf Wealth Management
Georgia
$24K +$23.8K +1,000 New
EWM
75
EPG Wealth Management
Georgia
$24K +$23.9K +1,003 New