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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $311M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

0.82% more ownership

Funds ownership: 22.48%23.29% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 105101 (-4)

7% less capital invested

Capital invested by funds: $335M → $311M (-$23.3M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
44
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$439K -$1.16K -52 -0.3%
SIC
52
Samalin Investment Counsel
New York
$438K +$71K +3,188 +19%
DC
53
Davenport & Co
Virginia
$431K -$35.6K -1,600 -8%
CA
54
Cetera Advisors
Colorado
$428K -$1.89K -85 -0.4%
WS
55
Wedbush Securities
California
$389K +$2.56K +115 +0.7%
IA
56
IFP Advisors
Florida
$377K +$384K +17,250 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$374K -$20.7K -929 -5%
BF
58
BOK Financial
Oklahoma
$332K +$108K +4,834 +47%
PPWM
59
Paragon Private Wealth Management
Kentucky
$327K
GC
60
Guggenheim Capital
Illinois
$324K +$106K +4,758 +48%
SIA
61
Sit Investment Associates
Minnesota
$312K -$44.5K -2,000 -12%
KAS
62
Kestra Advisory Services
Texas
$298K +$50.7K +2,276 +20%
KWM
63
Kingsview Wealth Management
Oregon
$288K -$46.9K -2,105 -14%
PAS
64
Park Avenue Securities
New York
$283K -$7.92K -356 -3%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$277K +$10.8K +484 +4%
AWA
66
Arete Wealth Advisors
Illinois
$259K -$86.4K -3,882 -25%
SMC
67
Smith, Moore & Co
Missouri
$245K +$4.67K +210 +2%
SPC
68
Sigma Planning Corp
Michigan
$221K +$23.5K +1,055 +12%
KPWS
69
Kestra Private Wealth Services
Texas
$219K +$2.05K +92 +0.9%
SWP
70
Stratos Wealth Partners
Ohio
$217K +$18.8K +843 +9%
MCC
71
Money Concepts Capital
Florida
$215K +$218K +9,790 New
WWM
72
Western Wealth Management
Colorado
$214K +$216K +9,702 New
APA
73
American Portfolios Advisors
New York
$212K +$9.39K +422 +5%
HWM
74
HB Wealth Management
Georgia
$208K +$211K +9,460 New
Lido Advisors
75
Lido Advisors
California
$205K -$22 -1 -0%