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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $307M → $303M (-$3.8M)

1.64% less ownership

Funds ownership: 27.45%25.81% (-1.6%)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
35
Reduced
33
Closed
12
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
$479K -$59.4K -3,200 -12%
SPIA
52
Steward Partners Investment Advisory
New York
$471K +$39.9K +2,149 +10%
Lido Advisors
53
Lido Advisors
California
$466K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$428K -$9.59K -517 -2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$426K +$3.34K +180 +0.8%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$407K +$7.42K +400 +2%
CIA
57
Concurrent Investment Advisors
Florida
$404K -$72.3K -3,900 -16%
KAS
58
Kestra Advisory Services
Texas
$385K -$64.1K -3,456 -15%
BW
59
Bison Wealth
Georgia
$383K -$251K -13,508 -41%
SA
60
Sanctuary Advisors
Indiana
$382K +$131K +7,077 +53%
MC
61
Mathes Company
New York
$361K -$18.6K -1,000 -5%
AAS
62
Avantax Advisory Services
Texas
$340K -$2.89K -156 -0.9%
SCM
63
Sterneck Capital Management
Missouri
$337K -$3.58M -192,871 -92%
IP
64
Intellectus Partners
California
$335K +$39.8K +2,146 +14%
SCM
65
Sage Capital Management
New Jersey
$303K
P
66
&Partners
Tennessee
$277K +$263K +14,170 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$256K -$10.3K -554 -4%
RW
68
RVW Wealth
California
$248K
KWM
69
Kingsview Wealth Management
Oregon
$230K
IWA
70
Icon Wealth Advisors
Texas
$228K
HAM
71
Harmony Asset Management
Arizona
$221K +$209K +11,291 New
CFG
72
Cooper Financial Group
California
$212K -$67.2K -3,621 -25%
AAS
73
Ameritas Advisory Services
Nebraska
$199K
UPS
74
UHLMANN PRICE SECURITIES
Illinois
$197K +$187K +10,075 New
FFC
75
First Financial Corp
Indiana
$184K -$6.99K -377 -4%