FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

109 hedge funds and large institutions have $328M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
40
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$9.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
PCM
3
Penserra Capital Management
California
$3.24M
4
LPL Financial
4
LPL Financial
California
$11.4M
5
BI
5
Bramshill Investments
Florida
$13.3M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$41.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.06M
3
Wells Fargo
3
Wells Fargo
California
$25.4M
4
SCM
4
Sterneck Capital Management
Missouri
$2.81M
5
ACA
5
Aptus Capital Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$216K 8,624 – –
GCP
77
Gill Capital Partners
Colorado
$213K 8,508 – –
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$207K 8,263 -391 -5%
ASN
79
Advisory Services Network
Georgia
$206K 8,238 -400 -5%
MOS
80
MGO One Seven
Ohio
$204K 8,013 -405 -5%
NAM
81
NTV Asset Management
West Virginia
$200K 8,000 – –
HIA
82
Harbor Investment Advisory
Maryland
$200K 8,000 – –
Citigroup
83
Citigroup
New York
$128K 5,129 -17,446 -77%
AWM
84
AllSquare Wealth Management
New York
$113K 4,500 – –
GRP
85
Global Retirement Partners
California
$106K 4,220 +58 +1%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$88K 3,500 +3,500 New
US Bancorp
87
US Bancorp
Minnesota
$70K 2,797 – –
IWA
88
IBEX Wealth Advisors
New Jersey
$59K 2,340 +2,340 New
GTAM
89
Global Trust Asset Management
Florida
$51K 2,032 +27 +1%
GWM
90
Geneos Wealth Management
Colorado
$50K 2,025 – –
CHC
91
City Holding Co
West Virginia
$50K 2,000 – –
CFN
92
Cordasco Financial Network
Florida
$46K 1,836 – –
MMG
93
Monetary Management Group
Missouri
$25K 1,000 – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$25K 1,000 – –
PFBT
95
Parkside Financial Bank & Trust
Missouri
$23K 922 – –
AF
96
Advisornet Financial
Minnesota
$20K 800 – –
HNB
97
Huntington National Bank
Ohio
$20K 800 – –
CI
98
CX Institutional
Indiana
$13K 500 – –
TVWM
99
Tower View Wealth Management
Wisconsin
$13K 500 +500 New
SWA
100
SOA Wealth Advisors
New York
$12K 516 +7 +1%
1 2 3
4
5