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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.39% more ownership

Funds ownership: 24.57%24.96% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 113110 (-3)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

45% less capital invested

Capital invested by funds: $438M → $239M (-$199M)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
51
Pekin Hardy Strauss
Illinois
$379K
CAN
52
Cetera Advisor Networks
California
$340K -$6.39K -365 -2%
Jane Street
53
Jane Street
New York
$333K +$369K +21,098 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$315K +$16.1K +920 +5%
CA
55
Cetera Advisors
Colorado
$286K
BRWA
56
B. Riley Wealth Advisors
Florida
$281K -$1.47K -84 -0.5%
Mariner
57
Mariner
Kansas
$269K -$63.5K -3,628 -18%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$237K -$48.1K -2,749 -15%
KAS
59
Kestra Advisory Services
Texas
$236K -$55.1K -3,147 -17%
CC
60
Claybrook Capital
Massachusetts
$232K +$76.7K +4,377 +42%
FFC
61
First Financial Corp
Indiana
$227K -$255K -14,551 -50%
IP
62
Intellectus Partners
California
$210K +$1.89K +108 +0.8%
SPIA
63
Steward Partners Investment Advisory
New York
$209K +$48.1K +2,748 +26%
LCM
64
Landscape Capital Management
New Jersey
$208K -$231K -13,177 -50%
KWM
65
Kingsview Wealth Management
Oregon
$207K
RW
66
RVW Wealth
California
$200K +$222K +12,700 New
Millennium Management
67
Millennium Management
New York
$196K -$531K -30,297 -71%
VIM
68
Vista Investment Management
Pennsylvania
$191K -$16.4K -939 -7%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$191K -$37K -2,114 -15%
AIA
70
Armor Investment Advisors
North Carolina
$189K -$6.3K -360 -3%
AWA
71
Arete Wealth Advisors
Illinois
$174K
SIC
72
Samalin Investment Counsel
New York
$172K -$127K -7,245 -40%
PPWM
73
Paragon Private Wealth Management
Kentucky
$172K -$27.8K -1,585 -13%
KPWS
74
Kestra Private Wealth Services
Texas
$170K +$1.89K +108 +1%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$170K -$4.82K -275 -2%