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FPF

First Trust Intermediate Duration Preferred & Income Fund

86 hedge funds and large institutions have $265M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

19% more funds holding

Funds holding: 7286 (+14)

3% more capital invested

Capital invested by funds: $258M → $265M (+$7.09M)

0.71% more ownership

Funds ownership: 17.08%17.79% (+0.71%)

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
Liberty Capital Management
Michigan
$37K
GBBWRPM
77
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$36K
CFA
78
Carroll Financial Associates
North Carolina
$26K
GWM
79
Geneos Wealth Management
Colorado
$25K
PAI
80
Pittenger & Anderson Inc
Nebraska
$22K
CA
81
Calton & Associates
Florida
$21K +$22.4K +907 New
CT
82
CPF Texas
Texas
$12K +$12.3K +500 New
SIS
83
Sound Income Strategies
Florida
$12K +$12.3K +500 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$10K +$10.2K +415 New
AIM
85
Anchor Investment Management
South Carolina
$9.14K
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$123 +5 +2%
GI
87
Gradient Investments
Minnesota
$7K +$7.16K +290 New
1IA
88
1834 Investment Advisors
Wisconsin
$2K
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
-$1.27M -51,732 Closed
NPC
90
National Planning Corporation
California
-$672K -27,201 Closed
DA
91
Doliver Advisors
Texas
-$337K -13,620 Closed
William Blair & Company
92
William Blair & Company
Illinois
-$335K -13,560 Closed
SIA
93
Sit Investment Associates
Minnesota
-$91K -3,690 Closed
FHA
94
First Horizon Advisors
Tennessee
-$24K -1,000 Closed