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FPF

First Trust Intermediate Duration Preferred & Income Fund

91 hedge funds and large institutions have $225M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $190M → $225M (+$35M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

3% more funds holding

Funds holding: 8891 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 17.6%17.51% (-0.1%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$27K +$25.1K +1,250 New
AF
77
Advisornet Financial
Minnesota
$26K +$8.25K +410 +51%
WCG
78
Weaver Consulting Group
California
$25K
AIC
79
Archer Investment Corporation
Indiana
$24.4K +$23K +1,146 New
PAG
80
Private Advisor Group
New Jersey
$24K +$22.4K +1,115 New
SWM
81
Sugarloaf Wealth Management
Georgia
$21K
US Bancorp
82
US Bancorp
Minnesota
$17K
EWP
83
Engrave Wealth Partners
Texas
$14K
CI
84
CX Institutional
Indiana
$11K
AIM
85
Anchor Investment Management
South Carolina
$7.99K
APWA
86
Atlas Private Wealth Advisors
New Jersey
$6K +$6.03K +300 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$5K
WLPWM
88
Walled Lake Planning & Wealth Management
Illinois
$4K +$60 +3 +2%
JPLA
89
Joseph P. Lucia & Associates
New York
$3K
MF
90
Manchester Financial
California
$2K +$1.01K +50 +100%
JG
91
Jefferies Group
New York
$1.34K +$1.27M +63,110 New
LCM
92
Landscape Capital Management
New Jersey
-$596K -33,395 Closed
Millennium Management
93
Millennium Management
New York
-$325K -18,222 Closed
SF
94
Synovus Financial
Georgia
-$174K -9,671 Closed
WAP
95
Wealthcare Advisory Partners
Pennsylvania
-$58K -3,255 Closed
FANJ
96
Financial Architects (New Jersey)
New Jersey
-$42K -2,328 Closed
EWM
97
EPG Wealth Management
Georgia
-$27K -1,517 Closed
GSWM
98
Golden State Wealth Management
California
-$27K -1,500 Closed
MMG
99
Monetary Management Group
Missouri
-$18K -1,000 Closed
AIC
100
Ameritas Investment Company
Nebraska
-$5K -276 Closed