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FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

93 hedge funds and large institutions have $216M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 91 → 93 (+2)

0.83% more ownership

Funds ownership: 16.88% → 17.71% (+0.83%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

6% less capital invested

Capital invested by funds: $228M → $216M (-$12.6M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
27
Reduced
28
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$13.2M
2
Stifel Financial
Stifel Financial
Missouri
+$4.76M
3
OMC
Old Mission Capital
Illinois
+$2.98M
4
SIA
Sit Investment Associates
Minnesota
+$2.88M
5
PPA
Parametric Portfolio Associates
Washington
+$2.63M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$9.9M
2
Morgan Stanley
Morgan Stanley
New York
-$8.91M
3
CS
Comerica Securities
Michigan
-$7.21M
4
Bessemer Group
Bessemer Group
New Jersey
-$2.25M
5
NMC
Nine Masts Capital
Hong Kong
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
76
Cordasco Financial Network
Florida
$36K – – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$28K +$28.1K +1,400 New
EWM
78
Executive Wealth Management
Michigan
$26K +$26K +1,298 New
1IA
79
1834 Investment Advisors
Wisconsin
$22K – – –
ASN
80
Advisory Services Network
Georgia
$21K +$4.09K +204 +24%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$20K – – –
First Manhattan
82
First Manhattan
New York
$19K +$20.1K +1,000 New
QCIG
83
Quad-Cities Investment Group
Iowa
$17K +$60 +3 +0.4%
PA
84
Perennial Advisors
New York
$16K +$16K +800 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$12K +$160 +8 +1%
FHB
86
First Hawaiian Bank
Hawaii
$11K – – –
SIS
87
Sound Income Strategies
Florida
$10K – – –
CAGAS
88
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.83K +490 New
CI
89
CX Institutional
Indiana
$10K +$10K +500 New
AIM
90
Anchor Investment Management
South Carolina
$7.42K – – –
FFC
91
First Financial Corp
Indiana
$6K -$6.02K -300 -50%
GI
92
Gradient Investments
Minnesota
$6K – – –
ACS
93
Archford Capital Strategies
Illinois
$2K +$2K +100 New
CF
94
Centaurus Financial
California
$82 +$31K +1,546 +2,209%
CS
95
Comerica Securities
Michigan
– -$7.21M -334,486 Closed
CWM
96
Cornerstone Wealth Management
Missouri
– -$9.9M -243,479 Closed
Bessemer Group
97
Bessemer Group
New Jersey
– -$2.25M -104,371 Closed
NMC
98
Nine Masts Capital
Hong Kong
– -$1.95M -90,900 Closed
DA
99
Doliver Advisors
Texas
– -$696K -32,293 Closed
PCP
100
Proficio Capital Partners
Massachusetts
– -$520K -24,115 Closed
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