FPF

First Trust Intermediate Duration Preferred & Income Fund

111 hedge funds and large institutions have $306M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$386K +$38 +2 +0%
AAS
52
Avantax Advisory Services
Texas
$367K +$16.2K +859 +5%
MC
53
Mathes Company
New York
$348K
KA
54
Kovack Advisors
Florida
$345K +$345K +18,356 New
RW
55
RVW Wealth
California
$336K
IAIM
56
International Assets Investment Management
Florida
$324K +$324K +17,231 New
Truist Financial
57
Truist Financial
North Carolina
$315K -$16K -850 -5%
P
58
&Partners
Tennessee
$313K +$35.6K +1,893 +13%
IA
59
Integrity Alliance
Iowa
$293K -$188 -10 -0.1%
SCM
60
Sterneck Capital Management
Missouri
$285K -$21.3K -1,134 -7%
MQWP
61
Morey & Quinn Wealth Partners
Nebraska
$278K -$14.1K -750 -5%
SWM
62
SeaCrest Wealth Management
New York
$258K +$258K +13,684 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$253K +$1.77K +94 +0.7%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$239K -$61K -3,243 -20%
SOS
65
Silver Oak Securities
Tennessee
$235K +$235K +12,461 New
UPS
66
UHLMANN PRICE SECURITIES
Illinois
$203K +$4.56K +242 +2%
IWA
67
Icon Wealth Advisors
Texas
$199K -$20.7K -1,100 -9%
FFC
68
First Financial Corp
Indiana
$161K -$1.34K -71 -0.8%
SWM
69
Spire Wealth Management
Virginia
$143K -$33.2K -1,764 -19%
GWM
70
Geneos Wealth Management
Colorado
$130K -$23.2K -1,235 -15%
GRP
71
Global Retirement Partners
California
$129K +$129K +6,861 New
IA
72
IFP Advisors
Florida
$97.5K
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$71.7K +$71.7K +3,809 New
AWM
74
AllSquare Wealth Management
New York
$65.9K
CT
75
Colonial Trust
South Carolina
$59.4K