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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $307M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $303M → $307M (+$3.52M)

0% more funds holding

Funds holding: 110110 (0)

0.38% less ownership

Funds ownership: 27.84%27.45% (-0.38%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
33
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$510K -$59.2K -3,373 -11%
GP
52
Gridiron Partners
Pennsylvania
$488K -$17K -968 -4%
NA
53
NewEdge Advisors
Louisiana
$472K +$18.1K +1,034 +4%
CIA
54
Concurrent Investment Advisors
Florida
$451K +$171K +9,742 +66%
Lido Advisors
55
Lido Advisors
California
$438K
KAS
56
Kestra Advisory Services
Texas
$425K +$128K +7,275 +46%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$412K -$48.8K -2,783 -11%
SPIA
58
Steward Partners Investment Advisory
New York
$404K -$33.3K -1,899 -8%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$398K -$149K -8,467 -28%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$375K -$64.9K -3,700 -15%
MC
61
Mathes Company
New York
$358K -$123K -7,000 -26%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$332K +$72.8K +4,150 +30%
AAS
63
Avantax Advisory Services
Texas
$323K +$308K +17,570 New
SCM
64
Sage Capital Management
New Jersey
$285K +$43.9K +2,500 +19%
IP
65
Intellectus Partners
California
$275K +$2.63K +150 +1%
CFG
66
Cooper Financial Group
California
$266K -$215K -12,242 -46%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$251K +$18.5K +1,054 +8%
IAIM
68
International Assets Investment Management
Florida
$250K +$140 +8 +0.1%
RW
69
RVW Wealth
California
$233K
SA
70
Sanctuary Advisors
Indiana
$227K +$233K +13,266 New
KWM
71
Kingsview Wealth Management
Oregon
$217K
IWA
72
Icon Wealth Advisors
Texas
$214K
Nomura Holdings
73
Nomura Holdings
Japan
$202K +$192K +10,970 New
AAS
74
Ameritas Advisory Services
Nebraska
$187K
FFC
75
First Financial Corp
Indiana
$180K -$25.9K -1,478 -13%