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FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $266M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 23.29%23.36% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 101100 (-1)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

15% less capital invested

Capital invested by funds: $311M → $266M (-$45.9M)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
33
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$84K
SWM
77
SeaCrest Wealth Management
New York
$84K +$87.6K +4,477 New
GRP
78
Global Retirement Partners
California
$83K +$568 +29 +0.7%
FHA
79
First Horizon Advisors
Tennessee
$67K +$70.4K +3,600 New
AWM
80
AllSquare Wealth Management
New York
$65K -$19.6K -1,000 -22%
CHC
81
City Holding Co
West Virginia
$37K
PMFA
82
Plante Moran Financial Advisors
Michigan
$37K +$39.1K +2,000 New
CFN
83
Cordasco Financial Network
Florida
$34K
Citigroup
84
Citigroup
New York
$34K +$763 +39 +2%
AIM
85
Anchor Investment Management
South Carolina
$25.7K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$19K
SAM
87
Strategic Asset Management
Minnesota
$19K
WTC
88
WhitTier Trust Company
Nevada
$19K +$19.7K +1,006 New
AF
89
Advisornet Financial
Minnesota
$15K
LFG
90
Larson Financial Group
Missouri
$13K +$8.22K +420 +165%
SWA
91
SOA Wealth Advisors
New York
$10K +$215 +11 +2%
CI
92
CX Institutional
Indiana
$9K +$9.79K +500 New
GWSG
93
GPS Wealth Strategies Group
Colorado
$8K +$157 +8 +2%
HNB
94
Huntington National Bank
Ohio
$7K
US Bancorp
95
US Bancorp
Minnesota
$7K
CNBTD
96
Citizens National Bank Trust Department
Mississippi
$7K +$7.14K +365 New
GI
97
Gradient Investments
Minnesota
$5K
GTAM
98
Global Trust Asset Management
Florida
$4K -$36.5K -1,867 -89%
JPLA
99
Joseph P. Lucia & Associates
New York
$3K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.47K +126 New