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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $298M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $291M → $298M (+$6.83M)

0.06% more ownership

Funds ownership: 26.56%26.62% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119109 (-10)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
109
Holders Change
-10
Holders Change %
-8.4%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$433K +$2.32K +125 +0.5%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$378K -$18.4K -995 -5%
AAS
53
Avantax Advisory Services
Texas
$342K +$5.36K +289 +2%
MC
54
Mathes Company
New York
$340K
RW
55
RVW Wealth
California
$328K
Truist Financial
56
Truist Financial
North Carolina
$323K -$219K -11,809 -40%
SCM
57
Sterneck Capital Management
Missouri
$300K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$293K +$94.1K +5,078 +47%
IA
59
Integrity Alliance
Iowa
$287K +$289K +15,596 New
MQWP
60
Morey & Quinn Wealth Partners
Nebraska
$286K
P
61
&Partners
Tennessee
$272K +$2.5K +135 +0.9%
GWM
62
Geneos Wealth Management
Colorado
$249K +$119K +6,425 +370%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$245K -$27.6K -1,487 -10%
HF
64
HRT Financial
New York
$216K +$219K +11,792 New
IWA
65
Icon Wealth Advisors
Texas
$215K
UPS
66
UHLMANN PRICE SECURITIES
Illinois
$194K +$4.24K +229 +2%
SCM
67
Sage Capital Management
New Jersey
$193K
CFG
68
Cooper Financial Group
California
$190K -$2.98K -161 -2%
HAM
69
Harmony Asset Management
Arizona
$190K -$11.1K -600 -5%
Millennium Management
70
Millennium Management
New York
$184K -$246K -13,271 -57%
SWM
71
Spire Wealth Management
Virginia
$172K +$18K +970 +12%
FFC
72
First Financial Corp
Indiana
$159K -$15.5K -836 -9%
AG
73
AmeriFlex Group
Nevada
$130K -$24.1K -1,300 -16%
IA
74
IFP Advisors
Florida
$95.2K
AWM
75
AllSquare Wealth Management
New York
$64.4K