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FPF

First Trust Intermediate Duration Preferred & Income Fund

84 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

1.8% less ownership

Funds ownership: 17.79%15.98% (-1.8%)

2% less funds holding

Funds holding: 8684 (-2)

14% less capital invested

Capital invested by funds: $265M → $228M (-$37.1M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
34
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$12K -$42.5K -1,821 -78%
CT
77
CPF Texas
Texas
$12K
SIS
78
Sound Income Strategies
Florida
$12K
AIM
79
Anchor Investment Management
South Carolina
$8.72K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$8K -$1.66K -71 -17%
GI
81
Gradient Investments
Minnesota
$7K
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K -$2.54K -109 -38%
TRCT
83
Tower Research Capital (TRC)
New York
$4K +$3.73K +160 New
AFNAS
84
American Financial Network Advisory Services
California
$338 -$940K -40,275 -100%
VIA
85
Vident Investment Advisory
Georgia
-$8.73M -358,164 Closed
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
-$5.88M -241,333 Closed
SI
87
SII Investments
Wisconsin
-$2.96M -121,547 Closed
CA
88
Cetera Advisors
Colorado
-$1.59M -65,489 Closed
NMC
89
Nine Masts Capital
Hong Kong
-$1.01M -41,600 Closed
IH
90
IFC Holdings
Florida
-$920K -37,785 Closed
SMC
91
Smith, Moore & Co
Missouri
-$229K -9,387 Closed
GA
92
Greytown Advisors
Florida
-$209K -5,527 Closed
AA
93
AlphaMark Advisors
Kentucky
-$69K -2,850 Closed
LCM
94
Liberty Capital Management
Michigan
-$37K -1,530 Closed
CA
95
Calton & Associates
Florida
-$21K -907 Closed
APP
96
Avantax Planning Partners
Iowa
+$257 +11 New