FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

100 hedge funds and large institutions have $264M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
30
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.68M
2
BI
2
Bramshill Investments
Florida
$15.4M
3
Citigroup
3
Citigroup
New York
$2.21M
4
FF
4
FourThought Financial
Florida
$1.39M
5
MA
5
Menlo Advisors
California
$1.08M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25M
2
Morgan Stanley
2
Morgan Stanley
New York
$102M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$668K
4
SFS
4
Shaker Financial Services
Virginia
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$393K 16,341 +2,501 +18%
PAS
52
Park Avenue Securities
New York
$386K 16,035 +245 +2%
KAS
53
Kestra Advisory Services
Texas
$383K 16,025 +1,385 +9%
Millennium Management
54
Millennium Management
New York
$383K 15,917 +15,917 New
BF
55
BOK Financial
Oklahoma
$347K 14,444 – –
IA
56
Insight Advisors
Pennsylvania
$269K 11,170 +11,170 New
CAN
57
Cetera Advisor Networks
California
$267K 11,122 – –
NFG
58
Next Financial Group
Texas
$258K 10,711 +1,063 +11%
SPIA
59
Steward Partners Investment Advisory
New York
$254K 10,575 -1,416 -12%
AWA
60
Arete Wealth Advisors
Illinois
$246K 10,369 +695 +7%
LWM
61
Laidlaw Wealth Management
New York
$242K 10,059 +365 +4%
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$236K 9,798 +227 +2%
CS
63
Comerica Securities
Michigan
$234K 9,669 +9,669 New
MOS
64
MGO One Seven
Ohio
$226K 9,412 -1,295 -12%
IAIM
65
International Assets Investment Management
Florida
$224K 9,307 +9,307 New
Lido Advisors
66
Lido Advisors
California
$221K 9,166 -2,104 -19%
AIC
67
Ameritas Investment Company
Nebraska
$212K 8,823 +8,823 New
RCA
68
Rowland Carmichael Advisors
Arizona
$206K 8,561 -1,590 -16%
GCP
69
Gill Capital Partners
Colorado
$204K 8,508 -1,400 -14%
ASN
70
Advisory Services Network
Georgia
$160K 6,638 -3,500 -35%
APA
71
American Portfolios Advisors
New York
$154K 6,416 -56 -0.9%
AWM
72
AllSquare Wealth Management
New York
$108K 4,500 – –
GRP
73
Global Retirement Partners
California
$97K 4,039 +65 +2%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$76K 3,038 – –
CHC
75
City Holding Co
West Virginia
$48K 2,000 – –
1 2
3
4 5