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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $267M → $303M (+$35.9M)

8% more funds holding

Funds holding: 101109 (+8)

2.54% more ownership

Funds ownership: 18.26%20.79% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
39
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$465K +$236K +10,045 +108%
FFC
52
First Financial Corp
Indiana
$457K -$5.96K -254 -1%
DC
53
Davenport & Co
Virginia
$455K +$10.6K +450 +2%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$448K +$439K +18,712 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$421K -$37.3K -1,588 -8%
SIC
56
Samalin Investment Counsel
New York
$416K +$24.3K +1,035 +6%
SIA
57
Sit Investment Associates
Minnesota
$400K -$981K -41,800 -71%
CW
58
CreativeOne Wealth
Kansas
$380K +$372K +15,866 New
NFG
59
Next Financial Group
Texas
$375K +$115K +4,919 +46%
PAS
60
Park Avenue Securities
New York
$350K -$33.4K -1,422 -9%
BF
61
BOK Financial
Oklahoma
$346K
SPIA
62
Steward Partners Investment Advisory
New York
$330K +$75.5K +3,216 +30%
WS
63
Wedbush Securities
California
$316K +$309K +13,191 New
KAS
64
Kestra Advisory Services
Texas
$307K -$75.1K -3,200 -20%
WAM
65
Wolverine Asset Management
Illinois
$301K +$295K +12,588 New
CAN
66
Cetera Advisor Networks
California
$294K +$27K +1,150 +10%
AWA
67
Arete Wealth Advisors
Illinois
$283K +$34.6K +1,476 +14%
KWM
68
Kingsview Wealth Management
Oregon
$266K +$260K +11,080 New
BRWA
69
B. Riley Wealth Advisors
Florida
$265K +$259K +11,048 New
OC
70
Oppenheimer & Co
New York
$255K -$149K -6,340 -37%
CS
71
Comerica Securities
Michigan
$242K +$10.3K +441 +5%
LWM
72
Laidlaw Wealth Management
New York
$239K -$1.38K -59 -0.6%
Lido Advisors
73
Lido Advisors
California
$220K
PWPS
74
Pinnacle Wealth Planning Services
Ohio
$217K -$17.1K -729 -7%
MOS
75
MGO One Seven
Ohio
$211K -$13.2K -562 -6%