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FPF

First Trust Intermediate Duration Preferred & Income Fund

91 hedge funds and large institutions have $225M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $190M → $225M (+$35M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

3% more funds holding

Funds holding: 8891 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 17.6%17.51% (-0.1%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
51
Sit Investment Associates
Minnesota
$256K +$241K +12,000 New
DADC
52
D.A. Davidson & Co
Montana
$244K -$193K -9,594 -46%
Lido Advisors
53
Lido Advisors
California
$240K -$76.8K -3,818 -25%
CAN
54
Cetera Advisor Networks
California
$237K +$7.18K +357 +3%
ASN
55
Advisory Services Network
Georgia
$231K
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$228K +$215K +10,688 New
NFG
57
Next Financial Group
Texas
$227K +$141 +7 +0.1%
SPIA
58
Steward Partners Investment Advisory
New York
$225K +$16.1K +800 +8%
MOS
59
MGO One Seven
Ohio
$222K +$210K +10,427 New
RCA
60
Rowland Carmichael Advisors
Arizona
$216K
GTAM
61
Global Trust Asset Management
Florida
$213K +$201K +10,000 New
SPC
62
Sigma Planning Corp
Michigan
$212K -$11.4K -565 -5%
LWM
63
Laidlaw Wealth Management
New York
$206K +$194K +9,656 New
AWA
64
Arete Wealth Advisors
Illinois
$206K +$195K +9,674 New
APA
65
American Portfolios Advisors
New York
$196K +$221 +11 +0.1%
AWM
66
AllSquare Wealth Management
New York
$96K
GRP
67
Global Retirement Partners
California
$83K +$1.47K +73 +2%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$76K
TRCT
69
Tower Research Capital (TRC)
New York
$49K +$45.9K +2,282 New
CHC
70
City Holding Co
West Virginia
$43K
GI
71
Gradient Investments
Minnesota
$42K
GWM
72
Geneos Wealth Management
Colorado
$41K -$80 -4 -0.2%
CFN
73
Cordasco Financial Network
Florida
$39K
PA
74
Procyon Advisors
Connecticut
$36K +$33.9K +1,687 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$32K +$10.1K +500 +50%