We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $291M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

8% more funds holding

Funds holding: 110119 (+9)

0.75% more ownership

Funds ownership: 25.81%26.56% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$11.9M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
51
Gridiron Partners
Pennsylvania
$478K
RAM
52
Readystate Asset Management
Illinois
$475K +$495K +26,365 New
Lido Advisors
53
Lido Advisors
California
$445K +$13.1K +700 +3%
SPIA
54
Steward Partners Investment Advisory
New York
$421K -$13.2K -703 -3%
Millennium Management
55
Millennium Management
New York
$419K -$835K -44,449 -66%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$387K -$56.6K -3,016 -12%
MC
57
Mathes Company
New York
$333K
AAS
58
Avantax Advisory Services
Texas
$330K +$17.3K +920 +5%
RW
59
RVW Wealth
California
$321K +$96.7K +5,149 +41%
IP
60
Intellectus Partners
California
$313K +$2.74K +146 +0.9%
LCM
61
Landscape Capital Management
New Jersey
$294K +$307K +16,334 New
SCM
62
Sterneck Capital Management
Missouri
$293K -$18.5K -985 -6%
MQWP
63
Morey & Quinn Wealth Partners
Nebraska
$280K +$292K +15,542 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$267K +$32.4K +1,723 +13%
IAA
65
Independent Advisor Alliance
North Carolina
$266K +$278K +14,781 New
P
66
&Partners
Tennessee
$265K +$8.06K +429 +3%
SA
67
Sanctuary Advisors
Indiana
$257K -$124K -6,597 -32%
IWA
68
Icon Wealth Advisors
Texas
$210K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$207K +$216K +11,481 New
BP
70
Ballentine Partners
Massachusetts
$199K +$207K +11,041 New
HAM
71
Harmony Asset Management
Arizona
$197K -$7.02K -374 -3%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$196K -$187K -9,970 -48%
CFG
73
Cooper Financial Group
California
$189K -$6.25K -333 -3%
SCM
74
Sage Capital Management
New Jersey
$189K -$93.9K -5,000 -32%
AWS
75
Atria Wealth Solutions
New York
$189K -$337K -17,935 -63%