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FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $232M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 23.36%22.95% (-0.41%)

13% less capital invested

Capital invested by funds: $266M → $232M (-$34M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$361K +$7.22K +382 +2%
CIA
52
Capital Investment Advisors
Georgia
$344K +$82.7K +4,374 +27%
Mariner
53
Mariner
Kansas
$344K +$393K +20,755 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$343K -$9.53K -504 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$336K +$33.1K +1,749 +9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$332K -$6.75K -357 -2%
IA
57
IFP Advisors
Florida
$326K -$45.2K -2,389 -14%
CA
58
Cetera Advisors
Colorado
$307K -$14.7K -776 -4%
BRWA
59
B. Riley Wealth Advisors
Florida
$273K -$125K -6,602 -29%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$271K +$74.3K +3,929 +32%
KAS
61
Kestra Advisory Services
Texas
$258K -$13.7K -722 -4%
AIA
62
Armor Investment Advisors
North Carolina
$229K -$83K -4,387 -24%
DC
63
Davenport & Co
Virginia
$217K -$115K -6,100 -32%
KWM
64
Kingsview Wealth Management
Oregon
$217K
IP
65
Intellectus Partners
California
$217K +$39.8K +2,105 +19%
WS
66
Wedbush Securities
California
$213K +$208 +11 +0.1%
PPWM
67
Paragon Private Wealth Management
Kentucky
$198K -$75.6K -4,000 -24%
APA
68
American Portfolios Advisors
New York
$191K -$2.5K -132 -1%
Millennium Management
69
Millennium Management
New York
$184K +$210K +11,117 New
HighTower Advisors
70
HighTower Advisors
Illinois
$173K -$2.14K -113 -1%
PAS
71
Park Avenue Securities
New York
$172K -$29.6K -1,566 -13%
KPWS
72
Kestra Private Wealth Services
Texas
$169K +$1.91K +101 +1%
SPIA
73
Steward Partners Investment Advisory
New York
$166K +$15.1K +800 +9%
JP Morgan Chase
74
JP Morgan Chase
New York
$87K +$98.7K +5,218 New
HIA
75
Harbor Investment Advisory
Maryland
$75K