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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $311M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

0.82% more ownership

Funds ownership: 22.48%23.29% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 105101 (-4)

7% less capital invested

Capital invested by funds: $335M → $311M (-$23.3M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
44
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
76
International Assets Investment Management
Florida
$201K -$10.3K -463 -5%
HighTower Advisors
77
HighTower Advisors
Illinois
$200K +$202K +9,053 New
SPIA
78
Steward Partners Investment Advisory
New York
$182K
FFWM
79
Future Financial Wealth Management
Ohio
$136K +$48K +2,156 +54%
GWM
80
Geneos Wealth Management
Colorado
$129K
AWM
81
AllSquare Wealth Management
New York
$99K
HIA
82
Harbor Investment Advisory
Maryland
$99K +$100K +4,500 New
GRP
83
Global Retirement Partners
California
$83K +$2.76K +124 +3%
GTAM
84
Global Trust Asset Management
Florida
$46K +$712 +32 +2%
CHC
85
City Holding Co
West Virginia
$44K
Citigroup
86
Citigroup
New York
$40K
CFN
87
Cordasco Financial Network
Florida
$40K
AIM
88
Anchor Investment Management
South Carolina
$30.2K +$22.3K +1,000 +267%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$22K
SAM
90
Strategic Asset Management
Minnesota
$22K +$22.3K +1,000 New
AF
91
Advisornet Financial
Minnesota
$18K
T
92
TCWP
Ohio
$18K +$18.6K +835 New
SWA
93
SOA Wealth Advisors
New York
$11K +$200 +9 +2%
HNB
94
Huntington National Bank
Ohio
$9K -$8.9K -400 -50%
US Bancorp
95
US Bancorp
Minnesota
$9K
GWSG
96
GPS Wealth Strategies Group
Colorado
$9K +$156 +7 +2%
GI
97
Gradient Investments
Minnesota
$6K -$5.3K -238 -45%
LFG
98
Larson Financial Group
Missouri
$6K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$5K +$5.59K +251 New
JPLA
100
Joseph P. Lucia & Associates
New York
$3K +$3K +135 New