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FPF

First Trust Intermediate Duration Preferred & Income Fund

118 hedge funds and large institutions have $386M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

61% more capital invested

Capital invested by funds: $240M → $386M (+$146M)

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

12.46% more ownership

Funds ownership: 26.45%38.9% (+12%)

10% more funds holding

Funds holding: 107118 (+11)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
41
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$545K -$64.5K -4,258 -11%
PIWA
52
Prevail Innovative Wealth Advisors
Kansas
$544K +$174K +11,460 +52%
LSC
53
Logan Stone Capital
Illinois
$533K -$64.6K -4,266 -12%
RFN
54
RDA Financial Network
Iowa
$521K +$5.03K +332 +1%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$514K +$356K +23,531 +294%
DCM
56
Delta Capital Management
New Jersey
$499K -$9.85K -650 -2%
MTIM
57
Marathon Trading Investment Management
Pennsylvania
$489K +$454K +30,000 New
MC
58
Mathes Company
New York
$473K +$34.1K +2,250 +8%
BFM
59
Boothbay Fund Management
New York
$473K +$60.6K +4,000 +16%
CFG
60
Cooper Financial Group
California
$434K -$18.3K -1,205 -4%
QL
61
Quarry LP
New York
$426K +$395K +26,100 New
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$398K +$53.8K +3,550 +17%
SPIA
63
Steward Partners Investment Advisory
New York
$388K +$221K +14,578 +159%
LA
64
LexAurum Advisors
Kansas
$366K -$50K -3,300 -13%
CAN
65
Cetera Advisor Networks
California
$325K +$9.5K +627 +3%
BRWA
66
B. Riley Wealth Advisors
Florida
$292K -$37.9K -2,502 -12%
JP Morgan Chase
67
JP Morgan Chase
New York
$270K +$248K +16,374 +8,528%
KAS
68
Kestra Advisory Services
Texas
$256K -$102K -6,761 -30%
Lido Advisors
69
Lido Advisors
California
$242K +$223K +14,712 New
IP
70
Intellectus Partners
California
$242K +$2.17K +143 +1%
IAIM
71
International Assets Investment Management
Florida
$222K +$106 +7 +0.1%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$213K -$23.1K -1,522 -10%
SCM
73
Sage Capital Management
New Jersey
$212K +$197K +13,000 New
Mariner
74
Mariner
Kansas
$208K -$1.38K -91 -0.7%
ICMP
75
Integrated Capital Management (Pennsylvania)
Pennsylvania
$208K -$1K -66 -0.5%