FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

108 hedge funds and large institutions have $300M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
38
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$42.9M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.01M
3
Cohen & Steers
3
Cohen & Steers
New York
$7.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
LCM
5
Landscape Capital Management
New Jersey
$1.98M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$10.1M
2
Citigroup
2
Citigroup
New York
$568K
3
SIA
3
Sit Investment Associates
Minnesota
$400K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
GTAM
5
Global Trust Asset Management
Florida
$47K
Name Market Value Shares Shares
Change 		Shares
Change %
FFC
51
First Financial Corp
Indiana
$457K 19,093 -254 -1%
DC
52
Davenport & Co
Virginia
$455K 19,003 +450 +2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$448K 18,712 +18,712 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$421K 17,563 -1,588 -8%
SIC
55
Samalin Investment Counsel
New York
$416K 17,376 +1,035 +6%
SIA
56
Sit Investment Associates
Minnesota
$400K 16,684 -41,800 -71%
CW
57
CreativeOne Wealth
Kansas
$380K 15,866 +15,866 New
NFG
58
Next Financial Group
Texas
$375K 15,630 +4,919 +46%
PAS
59
Park Avenue Securities
New York
$350K 14,613 -1,422 -9%
BF
60
BOK Financial
Oklahoma
$346K 14,444 – –
SPIA
61
Steward Partners Investment Advisory
New York
$330K 13,791 +3,216 +30%
WS
62
Wedbush Securities
California
$316K 13,191 +13,191 New
KAS
63
Kestra Advisory Services
Texas
$307K 12,825 -3,200 -20%
WAM
64
Wolverine Asset Management
Illinois
$301K 12,588 +12,588 New
CAN
65
Cetera Advisor Networks
California
$294K 12,272 +1,150 +10%
AWA
66
Arete Wealth Advisors
Illinois
$283K 11,845 +1,476 +14%
KWM
67
Kingsview Wealth Management
Oregon
$266K 11,080 +11,080 New
BRWA
68
B. Riley Wealth Advisors
Florida
$265K 11,048 +11,048 New
OC
69
Oppenheimer & Co
New York
$255K 10,614 -6,340 -37%
CS
70
Comerica Securities
Michigan
$242K 10,110 +441 +5%
LWM
71
Laidlaw Wealth Management
New York
$239K 10,000 -59 -0.6%
Lido Advisors
72
Lido Advisors
California
$220K 9,166 – –
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$217K 9,069 -729 -7%
MOS
74
MGO One Seven
Ohio
$211K 8,850 -562 -6%
ASN
75
Advisory Services Network
Georgia
$207K 8,638 +2,000 +30%
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