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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $267M → $303M (+$35.9M)

8% more funds holding

Funds holding: 101109 (+8)

2.54% more ownership

Funds ownership: 18.26%20.79% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
39
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$207K +$46.9K +2,000 +30%
SWP
77
Stratos Wealth Partners
Ohio
$206K +$202K +8,619 New
GCP
78
Gill Capital Partners
Colorado
$204K
HIA
79
Harbor Investment Advisory
Maryland
$192K +$188K +8,000 New
APA
80
American Portfolios Advisors
New York
$162K +$8.59K +366 +6%
GWM
81
Geneos Wealth Management
Colorado
$134K
AWM
82
AllSquare Wealth Management
New York
$108K
GRP
83
Global Retirement Partners
California
$98K +$1.46K +62 +2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$76K
Bessemer Group
85
Bessemer Group
New Jersey
$68K +$67K +2,855 New
US Bancorp
86
US Bancorp
Minnesota
$67K +$56.3K +2,400 +605%
CHC
87
City Holding Co
West Virginia
$48K
GTAM
88
Global Trust Asset Management
Florida
$47K -$648K -27,599 -93%
CFN
89
Cordasco Financial Network
Florida
$44K
NFSG
90
Newbridge Financial Services Group
Florida
$35K
MMG
91
Monetary Management Group
Missouri
$24K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$24K
AIC
93
Ameritas Investment Company
Nebraska
$19.3K -$188K -8,017 -91%
AF
94
Advisornet Financial
Minnesota
$19K
VBCG
95
Valley Brook Capital Group
Pennsylvania
$17K
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$16K +$15.8K +675 New
AWA
97
Arkadios Wealth Advisors
Georgia
$14K -$2.23K -95 -14%
CI
98
CX Institutional
Indiana
$12K
SWA
99
SOA Wealth Advisors
New York
$12K +$117 +5 +1%
PWA
100
Phoenix Wealth Advisors
North Carolina
$10K