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FPF

First Trust Intermediate Duration Preferred & Income Fund

105 hedge funds and large institutions have $335M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $331M → $335M (+$3.48M)

0.68% more ownership

Funds ownership: 21.79%22.48% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$491K +$8.94K +359 +2%
CA
52
Cetera Advisors
Colorado
$479K -$65.8K -2,643 -12%
NFG
53
Next Financial Group
Texas
$442K +$25.9K +1,040 +6%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$440K +$23.3K +937 +6%
WS
55
Wedbush Securities
California
$431K +$12.7K +509 +3%
PPWM
56
Paragon Private Wealth Management
Kentucky
$414K +$420K +16,854 New
SIC
57
Samalin Investment Counsel
New York
$411K +$15.3K +615 +4%
OFG
58
OTA Financial Group
New York
$409K +$416K +16,697 New
SIA
59
Sit Investment Associates
Minnesota
$398K
AWA
60
Arete Wealth Advisors
Illinois
$386K -$26.5K -1,066 -6%
KWM
61
Kingsview Wealth Management
Oregon
$373K -$10.8K -433 -3%
PAS
62
Park Avenue Securities
New York
$324K -$3.94K -158 -1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$298K -$4.76K -191 -2%
KAS
64
Kestra Advisory Services
Texas
$277K -$52.5K -2,109 -16%
SMC
65
Smith, Moore & Co
Missouri
$268K +$224 +9 +0.1%
BF
66
BOK Financial
Oklahoma
$252K -$1.22K -49 -0.5%
GC
67
Guggenheim Capital
Illinois
$245K +$249K +9,980 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$244K +$240K +9,630 +3,210%
KPWS
69
Kestra Private Wealth Services
Texas
$242K +$772 +31 +0.3%
IAIM
70
International Assets Investment Management
Florida
$236K -$16.1K -646 -6%
AFP
71
Ausdal Financial Partners
Iowa
$234K +$238K +9,549 New
Lido Advisors
72
Lido Advisors
California
$229K +$25 +1 +0%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$228K +$231K +9,281 New
APA
74
American Portfolios Advisors
New York
$227K -$349 -14 -0.2%
CIA
75
Capital Investment Advisors
Georgia
$224K -$341K -13,684 -60%