FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

98 hedge funds and large institutions have $262M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
33
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
UBS Group
2
UBS Group
Switzerland
$7.13M
3
Wells Fargo
3
Wells Fargo
California
$18.8M
4
VIM
4
Vista Investment Management
Pennsylvania
$431K
5
LCM
5
Landscape Capital Management
New Jersey
$420K

Top Sellers

1
MA
1
Menlo Advisors
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.91M
3
DA
3
Doliver Advisors
Texas
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$765K
5
BI
5
Bramshill Investments
Florida
$8.15M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$381K 20,388 +437 +2%
IA
52
IFP Advisors
Florida
$377K 17,250 – –
CA
53
Cetera Advisors
Colorado
$361K 19,302 -150 -0.8%
DC
54
Davenport & Co
Virginia
$358K 19,170 -450 -2%
AWS
55
Atria Wealth Solutions
New York
$346K 18,528 -9,803 -35%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$346K 18,517 +1,511 +9%
AIA
57
Armor Investment Advisors
North Carolina
$340K 18,223 -4,281 -19%
PPWM
58
Paragon Private Wealth Management
Kentucky
$308K 16,464 -390 -2%
CIA
59
Capital Investment Advisors
Georgia
$306K 16,358 +16,358 New
KAS
60
Kestra Advisory Services
Texas
$304K 16,287 +2,737 +20%
BF
61
BOK Financial
Oklahoma
$283K 15,101 – –
SIA
62
Sit Investment Associates
Minnesota
$265K 14,200 – –
KWM
63
Kingsview Wealth Management
Oregon
$245K 13,110 – –
WS
64
Wedbush Securities
California
$240K 12,849 -4,823 -27%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$232K 12,429 -190 -2%
PAS
66
Park Avenue Securities
New York
$223K 11,957 -894 -7%
APA
67
American Portfolios Advisors
New York
$218K 11,656 +1,993 +21%
IP
68
Intellectus Partners
California
$205K 10,968 +10,968 New
HighTower Advisors
69
HighTower Advisors
Illinois
$197K 10,567 +1,514 +17%
KPWS
70
Kestra Private Wealth Services
Texas
$188K 10,074 +108 +1%
SPIA
71
Steward Partners Investment Advisory
New York
$172K 9,221 +946 +11%
GWM
72
Geneos Wealth Management
Colorado
$109K 5,906 – –
CA
73
CoreCap Advisors
Michigan
$108K 5,785 +5,785 New
HIA
74
Harbor Investment Advisory
Maryland
$84K 4,500 – –
SWM
75
SeaCrest Wealth Management
New York
$84K 4,477 +4,477 New
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3
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