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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $267M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $230M → $267M (+$36.5M)

6% more funds holding

Funds holding: 95101 (+6)

0.63% more ownership

Funds ownership: 17.63%18.26% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
31
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$408K -$61.9K -2,761 -14%
SIC
52
Samalin Investment Counsel
New York
$393K +$56.1K +2,501 +18%
PAS
53
Park Avenue Securities
New York
$386K +$5.5K +245 +2%
KAS
54
Kestra Advisory Services
Texas
$383K +$31.1K +1,385 +9%
Millennium Management
55
Millennium Management
New York
$383K +$357K +15,917 New
BF
56
BOK Financial
Oklahoma
$347K
IA
57
Insight Advisors
Pennsylvania
$269K +$251K +11,170 New
CAN
58
Cetera Advisor Networks
California
$267K
NFG
59
Next Financial Group
Texas
$258K +$23.8K +1,063 +11%
SPIA
60
Steward Partners Investment Advisory
New York
$254K -$31.8K -1,416 -12%
AWA
61
Arete Wealth Advisors
Illinois
$246K +$15.6K +695 +7%
LWM
62
Laidlaw Wealth Management
New York
$242K +$8.19K +365 +4%
PWPS
63
Pinnacle Wealth Planning Services
Ohio
$236K +$5.09K +227 +2%
CS
64
Comerica Securities
Michigan
$234K +$217K +9,669 New
MOS
65
MGO One Seven
Ohio
$226K -$29K -1,295 -12%
IAIM
66
International Assets Investment Management
Florida
$224K +$209K +9,307 New
Lido Advisors
67
Lido Advisors
California
$221K -$47.2K -2,104 -19%
AIC
68
Ameritas Investment Company
Nebraska
$212K +$198K +8,823 New
RCA
69
Rowland Carmichael Advisors
Arizona
$206K -$35.7K -1,590 -16%
GCP
70
Gill Capital Partners
Colorado
$204K -$31.4K -1,400 -14%
ASN
71
Advisory Services Network
Georgia
$160K -$78.5K -3,500 -35%
APA
72
American Portfolios Advisors
New York
$154K -$1.26K -56 -0.9%
AWM
73
AllSquare Wealth Management
New York
$108K
GRP
74
Global Retirement Partners
California
$97K +$1.46K +65 +2%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$76K