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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $267M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $230M → $267M (+$36.5M)

6% more funds holding

Funds holding: 95101 (+6)

0.63% more ownership

Funds ownership: 17.63%18.26% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
31
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
76
City Holding Co
West Virginia
$48K
GWM
77
Geneos Wealth Management
Colorado
$48K +$76.3K +3,400 +168%
CFN
78
Cordasco Financial Network
Florida
$44K
GWS
79
Glassman Wealth Services
Virginia
$44K +$20.5K +914 +98%
GI
80
Gradient Investments
Minnesota
$43K
NFSG
81
Newbridge Financial Services Group
Florida
$36K
FIA
82
FNY Investment Advisers
New York
$27K +$25.8K +1,150 New
MMG
83
Monetary Management Group
Missouri
$24K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$24K
AF
85
Advisornet Financial
Minnesota
$19K
SSC
86
Syverson Strege & Co
Iowa
$18K +$17.2K +767 New
VBCG
87
Valley Brook Capital Group
Pennsylvania
$17K +$16K +715 New
AWA
88
Arkadios Wealth Advisors
Georgia
$16K +$15.4K +687 New
CI
89
CX Institutional
Indiana
$12K
SWA
90
SOA Wealth Advisors
New York
$11K +$11.1K +496 New
US Bancorp
91
US Bancorp
Minnesota
$10K
PWA
92
Phoenix Wealth Advisors
North Carolina
$10K +$9.17K +409 New
AIM
93
Anchor Investment Management
South Carolina
$9.02K
APWA
94
Atlas Private Wealth Advisors
New Jersey
$7K
BFEC
95
Benjamin F. Edwards & Company
Missouri
$6K
FA
96
Financial Avengers
California
$3K +$2.98K +133 New
JPLA
97
Joseph P. Lucia & Associates
New York
$3K +$3.03K +135 New
WLPWM
98
Walled Lake Planning & Wealth Management
Illinois
$2K -$1.86K -83 -49%
MF
99
Manchester Financial
California
$2K
SFS
100
Shaker Financial Services
Virginia
-$834K -38,800 Closed