FPF

First Trust Intermediate Duration Preferred & Income Fund

108 hedge funds and large institutions have $297M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$471K 24,119 +2,149 +10%
Lido Advisors
52
Lido Advisors
California
$466K 23,855
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$428K 21,894 -517 -2%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$426K 21,831 +180 +0.8%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$407K 20,836 +400 +2%
CIA
56
Concurrent Investment Advisors
Florida
$404K 20,675 -3,900 -16%
KAS
57
Kestra Advisory Services
Texas
$385K 19,705 -3,456 -15%
BW
58
Bison Wealth
Georgia
$383K 19,597 -13,508 -41%
SA
59
Sanctuary Advisors
Indiana
$382K 20,343 +7,077 +53%
MC
60
Mathes Company
New York
$361K 18,500 -1,000 -5%
AAS
61
Avantax Advisory Services
Texas
$340K 17,414 -156 -0.9%
SCM
62
Sterneck Capital Management
Missouri
$337K 17,274 -192,871 -92%
IP
63
Intellectus Partners
California
$335K 17,130 +2,146 +14%
SCM
64
Sage Capital Management
New Jersey
$303K 15,500
P
65
&Partners
Tennessee
$277K 14,170 +14,170 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$256K 13,095 -554 -4%
RW
67
RVW Wealth
California
$248K 12,700
KWM
68
Kingsview Wealth Management
Oregon
$230K 11,795
IWA
69
Icon Wealth Advisors
Texas
$228K 11,688
HAM
70
Harmony Asset Management
Arizona
$221K 11,291 +11,291 New
CFG
71
Cooper Financial Group
California
$212K 10,841 -3,621 -25%
AAS
72
Ameritas Advisory Services
Nebraska
$199K 10,176
UPS
73
UHLMANN PRICE SECURITIES
Illinois
$197K 10,075 +10,075 New
FFC
74
First Financial Corp
Indiana
$184K 9,432 -377 -4%
SWM
75
Spire Wealth Management
Virginia
$184K 9,425 +1,000 +12%