We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

88 hedge funds and large institutions have $190M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 8788 (+1)

0.21% more ownership

Funds ownership: 17.39%17.6% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $249M → $190M (-$59M)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
30
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$15K
AF
77
Advisornet Financial
Minnesota
$14K
EWP
78
Engrave Wealth Partners
Texas
$11K
CI
79
CX Institutional
Indiana
$9K
AIM
80
Anchor Investment Management
South Carolina
$6.69K
AIC
81
Ameritas Investment Company
Nebraska
$5K
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$4K -$12.9K -581 -73%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$4K
CAGAS
84
Capital Advisory Group Advisory Services
Minnesota
$4K +$5.46K +245 New
WLPWM
85
Walled Lake Planning & Wealth Management
Illinois
$3K +$3.63K +163 New
JPLA
86
Joseph P. Lucia & Associates
New York
$2K
MF
87
Manchester Financial
California
$1K
SFS
88
Shaker Financial Services
Virginia
-$2.92M -123,671 Closed
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
-$2.6M -110,000 Closed
RCM
90
Rivernorth Capital Management
Florida
-$1.37M -58,023 Closed
RJFSA
91
Raymond James Financial Services Advisors
Florida
-$638K -27,037 Closed
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
-$458K -19,443 Closed
PCM
93
Prelude Capital Management
New York
-$409K -17,325 Closed
AWA
94
Arete Wealth Advisors
Illinois
-$298K -12,582 Closed
Creative Planning
95
Creative Planning
Kansas
-$271K -11,492 Closed
FIA
96
FNY Investment Advisers
New York
-$250K -10,631 Closed
PWPS
97
Pinnacle Wealth Planning Services
Ohio
-$219K -9,300 Closed
PA
98
Procyon Advisors
Connecticut
-$29K -1,217 Closed