We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

88 hedge funds and large institutions have $190M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 8788 (+1)

0.21% more ownership

Funds ownership: 17.39%17.6% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $249M → $190M (-$59M)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
30
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$193K -$135K -6,075 -36%
CAN
52
Cetera Advisor Networks
California
$192K +$23.2K +1,043 +11%
NFG
53
Next Financial Group
Texas
$190K +$31.3K +1,406 +15%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$188K +$26.6K +1,196 +13%
SPC
55
Sigma Planning Corp
Michigan
$187K +$12K +539 +5%
RCA
56
Rowland Carmichael Advisors
Arizona
$181K
SPIA
57
Steward Partners Investment Advisory
New York
$174K -$891 -40 -0.4%
SF
58
Synovus Financial
Georgia
$174K +$215K +9,671 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$171K +$213K +9,566 New
APA
60
American Portfolios Advisors
New York
$164K
AWM
61
AllSquare Wealth Management
New York
$80K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$76K
GRP
63
Global Retirement Partners
California
$68K +$1.45K +65 +2%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$58K +$72.5K +3,255 New
FANJ
65
Financial Architects (New Jersey)
New Jersey
$42K
CHC
66
City Holding Co
West Virginia
$36K
GI
67
Gradient Investments
Minnesota
$36K
GWM
68
Geneos Wealth Management
Colorado
$34K
CFN
69
Cordasco Financial Network
Florida
$33K
EWM
70
EPG Wealth Management
Georgia
$27K +$11.4K +514 +51%
GSWM
71
Golden State Wealth Management
California
$27K +$33.4K +1,500 New
WCG
72
Weaver Consulting Group
California
$21K
MMG
73
Monetary Management Group
Missouri
$18K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$18K
SWM
75
Sugarloaf Wealth Management
Georgia
$18K