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FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $232M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 23.36%22.95% (-0.41%)

13% less capital invested

Capital invested by funds: $266M → $232M (-$34M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$74K +$2.08K +110 +2%
FHA
77
First Horizon Advisors
Tennessee
$59K
AWM
78
AllSquare Wealth Management
New York
$58K
CWM
79
Castle Wealth Management
Florida
$38K +$43.5K +2,300 New
CHC
80
City Holding Co
West Virginia
$33K
Citigroup
81
Citigroup
New York
$32K +$1.12K +59 +3%
WTC
82
WhitTier Trust Company
Nevada
$25K +$9.46K +500 +50%
AIM
83
Anchor Investment Management
South Carolina
$22.8K
AIP
84
Almanack Investment Partners
Pennsylvania
$20K +$22.7K +1,200 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$17K
SAM
86
Strategic Asset Management
Minnesota
$17K
GI
87
Gradient Investments
Minnesota
$15K +$11.3K +600 +207%
GWM
88
Geneos Wealth Management
Colorado
$11K -$98K -5,183 -88%
LFG
89
Larson Financial Group
Missouri
$11K
MA
90
MUFG Americas
New York
$11K +$12.3K +650 New
SWA
91
SOA Wealth Advisors
New York
$9K +$208 +11 +2%
HNB
92
Huntington National Bank
Ohio
$7K
US Bancorp
93
US Bancorp
Minnesota
$7K
GWSG
94
GPS Wealth Strategies Group
Colorado
$7K +$151 +8 +2%
CNBTD
95
Citizens National Bank Trust Department
Mississippi
$6K
GTAM
96
Global Trust Asset Management
Florida
$4K
MAM
97
Meeder Asset Management
Ohio
$4K +$4.67K +247 New
EWA
98
EverSource Wealth Advisors
Alabama
$3K +$2.88K +152 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2K
MFG
100
Magnus Financial Group
New York
-$1.59M -85,079 Closed