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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.39% more ownership

Funds ownership: 24.57%24.96% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 113110 (-3)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

45% less capital invested

Capital invested by funds: $438M → $239M (-$199M)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$167K +$4.03K +230 +2%
IA
77
IFP Advisors
Florida
$148K -$100K -5,712 -46%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$134K -$86.5K -4,938 -37%
Citigroup
79
Citigroup
New York
$110K -$22.5K -1,282 -16%
GRP
80
Global Retirement Partners
California
$71.2K +$1.96K +112 +2%
HIA
81
Harbor Investment Advisory
Maryland
$71K
ASN
82
Advisory Services Network
Georgia
$67.1K -$117K -6,686 -61%
AWM
83
AllSquare Wealth Management
New York
$55.2K
BI
84
Bramshill Investments
Florida
$39.7K -$6.93M -395,575 -99%
Bessemer Group
85
Bessemer Group
New Jersey
$24K +$26.5K +1,511 New
US Bancorp
86
US Bancorp
Minnesota
$22K +$17.5K +1,000 +252%
AIM
87
Anchor Investment Management
South Carolina
$21.7K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$15.8K
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$14.2K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$13K
NSIM
91
North Star Investment Management
Illinois
$11.8K +$13.1K +750 New
BWA
92
BDO Wealth Advisors
Florida
$11.5K +$12.7K +727 New
LFG
93
Larson Financial Group
Missouri
$10.7K
CSC
94
Caldwell Sutter Capital
California
$9.47K +$10.5K +600 New
CHC
95
City Holding Co
West Virginia
$9.39K
SWA
96
SOA Wealth Advisors
New York
$9.11K +$193 +11 +2%
CTC
97
Central Trust Company
Missouri
$8.05K +$8.93K +510 New
AF
98
Advisornet Financial
Minnesota
$7.89K
LC
99
Lindbrook Capital
California
$7.89K
WTC
100
WhitTier Trust Company
Nevada
$7.89K