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FPF

First Trust Intermediate Duration Preferred & Income Fund

105 hedge funds and large institutions have $335M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $331M → $335M (+$3.48M)

0.68% more ownership

Funds ownership: 21.79%22.48% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$221K +$9.96K +400 +5%
SPC
77
Sigma Planning Corp
Michigan
$220K -$1.27K -51 -0.6%
GCP
78
Gill Capital Partners
Colorado
$209K
SPIA
79
Steward Partners Investment Advisory
New York
$203K -$19.9K -800 -9%
CA
80
CoreCap Advisors
Michigan
$176K +$179K +7,185 New
GWM
81
Geneos Wealth Management
Colorado
$144K +$96.6K +3,881 +192%
AWM
82
AllSquare Wealth Management
New York
$110K
GRP
83
Global Retirement Partners
California
$105K +$1.52K +61 +1%
FFWM
84
Future Financial Wealth Management
Ohio
$99K +$100K +4,016 New
FPWM
85
FSB Premier Wealth Management
Iowa
$86K +$87.4K +3,509 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$52K +$53K +2,127 New
GTAM
87
Global Trust Asset Management
Florida
$51K +$722 +29 +1%
CFN
88
Cordasco Financial Network
Florida
$45K
Citigroup
89
Citigroup
New York
$44K -$82.8K -3,324 -65%
CHC
90
City Holding Co
West Virginia
$43K
AFG
91
Albion Financial Group
Utah
$30K +$30.5K +1,226 New
MMG
92
Monetary Management Group
Missouri
$25K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$25K
AF
94
Advisornet Financial
Minnesota
$20K
HNB
95
Huntington National Bank
Ohio
$20K
EIP
96
Ellis Investment Partners
Pennsylvania
$19K +$20K +804 New
GI
97
Gradient Investments
Minnesota
$13K +$5.93K +238 +82%
SWA
98
SOA Wealth Advisors
New York
$12K +$199 +8 +2%
US Bancorp
99
US Bancorp
Minnesota
$10K -$59.8K -2,400 -86%
GWSG
100
GPS Wealth Strategies Group
Colorado
$10K +$149 +6 +2%