FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

108 hedge funds and large institutions have $302M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.5M
3
LPL Financial
3
LPL Financial
California
$11.7M
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Invesco
5
Invesco
Georgia
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.75M
2
PI
2
PFG Investments
New York
$584K
3
KIM
3
Karpus Investment Management
New York
$9.77M
4
Bank of America
4
Bank of America
North Carolina
$3.14M
5
MOS
5
MGO One Seven
Ohio
$5.34M
Name Market Value Shares Shares
Change 		Shares
Change %
GP
51
Gridiron Partners
Pennsylvania
$488K 26,558 -968 -4%
NA
52
NewEdge Advisors
Louisiana
$472K 25,718 +1,034 +4%
CIA
53
Concurrent Investment Advisors
Florida
$451K 24,575 +9,742 +66%
Lido Advisors
54
Lido Advisors
California
$438K 23,855 – –
KAS
55
Kestra Advisory Services
Texas
$425K 23,161 +7,275 +46%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$412K 22,411 -2,783 -11%
SPIA
57
Steward Partners Investment Advisory
New York
$404K 21,970 -1,899 -8%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$398K 21,651 -8,467 -28%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$375K 20,436 -3,700 -15%
MC
60
Mathes Company
New York
$358K 19,500 -7,000 -26%
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$332K 18,096 +4,150 +30%
AAS
62
Avantax Advisory Services
Texas
$323K 17,570 +17,570 New
SCM
63
Sage Capital Management
New Jersey
$285K 15,500 +2,500 +19%
IP
64
Intellectus Partners
California
$275K 14,984 +150 +1%
CFG
65
Cooper Financial Group
California
$266K 14,462 -12,242 -46%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$251K 13,649 +1,054 +8%
IAIM
67
International Assets Investment Management
Florida
$250K 13,607 +8 +0.1%
RW
68
RVW Wealth
California
$233K 12,700 – –
SA
69
Sanctuary Advisors
Indiana
$227K 13,266 +13,266 New
KWM
70
Kingsview Wealth Management
Oregon
$217K 11,795 – –
IWA
71
Icon Wealth Advisors
Texas
$214K 11,688 – –
Nomura Holdings
72
Nomura Holdings
Japan
$202K 10,970 +10,970 New
AAS
73
Ameritas Advisory Services
Nebraska
$187K 10,176 – –
FFC
74
First Financial Corp
Indiana
$180K 9,809 -1,478 -13%
SWM
75
Spire Wealth Management
Virginia
$155K 8,425 -836 -9%
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