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FPF

First Trust Intermediate Duration Preferred & Income Fund

95 hedge funds and large institutions have $230M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

2% more capital invested

Capital invested by funds: $225M → $230M (+$4.85M)

0.12% more ownership

Funds ownership: 17.51%17.63% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$42K
CFN
77
Cordasco Financial Network
Florida
$39K
NFSG
78
Newbridge Financial Services Group
Florida
$32K +$32.1K +1,478 New
GSWM
79
Golden State Wealth Management
California
$32K +$32.6K +1,500 New
WCG
80
Weaver Consulting Group
California
$25K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$21K -$10.9K -500 -33%
SWM
82
Sugarloaf Wealth Management
Georgia
$21K
MMG
83
Monetary Management Group
Missouri
$21K +$21.7K +1,000 New
GWS
84
Glassman Wealth Services
Virginia
$20K +$20.2K +928 New
AF
85
Advisornet Financial
Minnesota
$17K -$8.91K -410 -34%
CI
86
CX Institutional
Indiana
$11K
US Bancorp
87
US Bancorp
Minnesota
$9K -$9.07K -417 -51%
CTC
88
Central Trust Company
Missouri
$9K +$8.7K +400 New
AIM
89
Anchor Investment Management
South Carolina
$8.06K
Barclays
90
Barclays
United Kingdom
$8K +$7.3K +336 New
CBT
91
Central Bank & Trust
Kentucky
$8K +$7.61K +350 New
APWA
92
Atlas Private Wealth Advisors
New Jersey
$6K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$5K
WLPWM
94
Walled Lake Planning & Wealth Management
Illinois
$4K +$65 +3 +2%
MF
95
Manchester Financial
California
$2K
PFS
96
Prospera Financial Services
Texas
-$378K -17,752 Closed
CS
97
Comerica Securities
Michigan
-$297K -13,953 Closed
TRCT
98
Tower Research Capital (TRC)
New York
-$49K -2,282 Closed
PA
99
Procyon Advisors
Connecticut
-$36K -1,687 Closed
AWM
100
Apollon Wealth Management
South Carolina
-$27K -1,250 Closed