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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $331M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

1.11% more ownership

Funds ownership: 20.69%21.79% (+1.1%)

5% more capital invested

Capital invested by funds: $316M → $331M (+$15.4M)

0% more funds holding

Funds holding: 110110 (0)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$226K +$11.5K +450 +5%
SWP
77
Stratos Wealth Partners
Ohio
$216K
GCP
78
Gill Capital Partners
Colorado
$213K
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$207K -$10K -391 -5%
ASN
80
Advisory Services Network
Georgia
$206K -$10.2K -400 -5%
MOS
81
MGO One Seven
Ohio
$204K -$10.4K -405 -5%
HIA
82
Harbor Investment Advisory
Maryland
$200K
NAM
83
NTV Asset Management
West Virginia
$200K
Citigroup
84
Citigroup
New York
$128K -$447K -17,446 -77%
AWM
85
AllSquare Wealth Management
New York
$113K
GRP
86
Global Retirement Partners
California
$106K +$1.49K +58 +1%
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$88K +$89.6K +3,500 New
US Bancorp
88
US Bancorp
Minnesota
$70K
IWA
89
IBEX Wealth Advisors
New Jersey
$59K +$59.9K +2,340 New
GTAM
90
Global Trust Asset Management
Florida
$51K +$691 +27 +1%
CHC
91
City Holding Co
West Virginia
$50K
GWM
92
Geneos Wealth Management
Colorado
$50K
CFN
93
Cordasco Financial Network
Florida
$46K
MMG
94
Monetary Management Group
Missouri
$25K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$25K
PFBT
96
Parkside Financial Bank & Trust
Missouri
$23K
AF
97
Advisornet Financial
Minnesota
$20K
HNB
98
Huntington National Bank
Ohio
$20K
CI
99
CX Institutional
Indiana
$13K
TVWM
100
Tower View Wealth Management
Wisconsin
$13K +$12.8K +500 New