FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

116 hedge funds and large institutions have $383M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
40
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
MOS
2
MGO One Seven
Ohio
$6.19M
3
RIL
3
Rothschild Investment LLC
Illinois
$3.39M
4
RC
4
Rareview Capital
Nevada
$2.68M
5
Ameriprise
5
Ameriprise
Minnesota
$7.99M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.87M
3
LPL Financial
3
LPL Financial
California
$8.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PIWA
51
Prevail Innovative Wealth Advisors
Kansas
$544K 33,365 +11,460 +52%
LSC
52
Logan Stone Capital
Illinois
$533K 32,685 -4,266 -12%
RFN
53
RDA Financial Network
Iowa
$521K 31,971 +332 +1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$514K 31,531 +23,531 +294%
DCM
55
Delta Capital Management
New Jersey
$499K 30,610 -650 -2%
MTIM
56
Marathon Trading Investment Management
Pennsylvania
$489K 30,000 +30,000 New
MC
57
Mathes Company
New York
$473K 29,000 +2,250 +8%
BFM
58
Boothbay Fund Management
New York
$473K 29,000 +4,000 +16%
CFG
59
Cooper Financial Group
California
$434K 26,639 -1,205 -4%
QL
60
Quarry LP
New York
$426K 26,100 +26,100 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$398K 24,386 +3,550 +17%
SPIA
62
Steward Partners Investment Advisory
New York
$388K 23,769 +14,578 +159%
LA
63
LexAurum Advisors
Kansas
$366K 22,468 -3,300 -13%
CAN
64
Cetera Advisor Networks
California
$325K 19,926 +627 +3%
BRWA
65
B. Riley Wealth Advisors
Florida
$292K 17,733 -2,502 -12%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$270K 16,566 +16,374 +8,528%
KAS
67
Kestra Advisory Services
Texas
$256K 15,714 -6,761 -30%
Lido Advisors
68
Lido Advisors
California
$242K 14,712 +14,712 New
IP
69
Intellectus Partners
California
$242K 14,685 +143 +1%
IAIM
70
International Assets Investment Management
Florida
$222K 13,591 +7 +0.1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$213K 13,031 -1,522 -10%
SCM
72
Sage Capital Management
New Jersey
$212K 13,000 +13,000 New
Mariner
73
Mariner
Kansas
$208K 12,761 -91 -0.7%
ICMP
74
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K 12,756 -66 -0.5%
CIA
75
Concurrent Investment Advisors
Florida
$207K 12,719 +12,719 New
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3
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