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FPF

First Trust Intermediate Duration Preferred & Income Fund

95 hedge funds and large institutions have $230M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

2% more capital invested

Capital invested by funds: $225M → $230M (+$4.85M)

0.12% more ownership

Funds ownership: 17.51%17.63% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$316K +$70.7K +3,254 +28%
KAS
52
Kestra Advisory Services
Texas
$315K +$318K +14,640 New
BF
53
BOK Financial
Oklahoma
$311K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$307K -$22.6K -1,041 -7%
SIC
55
Samalin Investment Counsel
New York
$297K +$9.48K +436 +3%
CIA
56
Capital Investment Advisors
Georgia
$268K +$271K +12,449 New
SPIA
57
Steward Partners Investment Advisory
New York
$258K +$30.8K +1,416 +13%
Lido Advisors
58
Lido Advisors
California
$242K
CAN
59
Cetera Advisor Networks
California
$239K
MOS
60
MGO One Seven
Ohio
$230K +$6.09K +280 +3%
ASN
61
Advisory Services Network
Georgia
$218K -$15.2K -700 -6%
RCA
62
Rowland Carmichael Advisors
Arizona
$218K
SPC
63
Sigma Planning Corp
Michigan
$214K +$891 +41 +0.4%
GCP
64
Gill Capital Partners
Colorado
$213K +$215K +9,908 New
AWA
65
Arete Wealth Advisors
Illinois
$208K
LWM
66
Laidlaw Wealth Management
New York
$208K +$826 +38 +0.4%
NFG
67
Next Financial Group
Texas
$207K -$21.7K -996 -9%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$206K -$24.3K -1,117 -10%
APA
69
American Portfolios Advisors
New York
$139K -$59.4K -2,730 -30%
AWM
70
AllSquare Wealth Management
New York
$97K
GRP
71
Global Retirement Partners
California
$85K +$1.46K +67 +2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$76K
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$62K +$63.1K +2,900 New
CHC
74
City Holding Co
West Virginia
$43K
GI
75
Gradient Investments
Minnesota
$43K