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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $331M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

1.11% more ownership

Funds ownership: 20.69%21.79% (+1.1%)

5% more capital invested

Capital invested by funds: $316M → $331M (+$15.4M)

0% more funds holding

Funds holding: 110110 (0)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$501K
BRWA
52
B. Riley Wealth Advisors
Florida
$498K +$147K +5,749 +41%
CAN
53
Cetera Advisor Networks
California
$491K
WS
54
Wedbush Securities
California
$427K +$13.8K +538 +3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$425K -$56.4K -2,203 -11%
NFG
56
Next Financial Group
Texas
$425K +$4.2K +164 +1%
AWA
57
Arete Wealth Advisors
Illinois
$417K +$76.8K +3,000 +22%
SIA
58
Sit Investment Associates
Minnesota
$405K
SIC
59
Samalin Investment Counsel
New York
$403K +$11.1K +433 +3%
KWM
60
Kingsview Wealth Management
Oregon
$392K
IP
61
Intellectus Partners
California
$358K -$9.04K -353 -2%
NA
62
NewEdge Advisors
Louisiana
$352K +$360K +14,058 New
KAS
63
Kestra Advisory Services
Texas
$335K +$17.2K +671 +5%
PAS
64
Park Avenue Securities
New York
$334K -$18.6K -727 -5%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$308K +$316K +12,326 New
LFAS
66
Level Four Advisory Services
Texas
$275K +$282K +11,000 New
SMC
67
Smith, Moore & Co
Missouri
$273K +$205 +8 +0.1%
BF
68
BOK Financial
Oklahoma
$258K +$264K +10,316 New
IAIM
69
International Assets Investment Management
Florida
$257K +$1.72K +67 +0.7%
KPWS
70
Kestra Private Wealth Services
Texas
$246K +$5.79K +226 +2%
CS
71
Comerica Securities
Michigan
$244K -$3.12K -122 -1%
LWM
72
Laidlaw Wealth Management
New York
$236K +$9.94K +388 +4%
Lido Advisors
73
Lido Advisors
California
$234K +$5.07K +198 +2%
APA
74
American Portfolios Advisors
New York
$232K +$59.5K +2,322 +33%
SPIA
75
Steward Partners Investment Advisory
New York
$227K -$38.4K -1,500 -14%