FPF

First Trust Intermediate Duration Preferred & Income Fund

96 hedge funds and large institutions have $233M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
96
Holders Change
-11
Holders Change %
-10.28%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
33
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Name Market Value Shares Shares
Change
Shares
Change %
BI
76
Bramshill Investments
Florida
$39K 2,513 – –
CSC
77
Caldwell Sutter Capital
California
$32.6K 2,100 +1,500 +250%
US Bancorp
78
US Bancorp
Minnesota
$21.7K 1,397 – –
AIM
79
Anchor Investment Management
South Carolina
$21.3K 1,375 – –
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$14K 900 – –
NSIM
81
North Star Investment Management
Illinois
$11.6K 750 – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$11K 700 -100 -13%
LFG
83
Larson Financial Group
Missouri
$10.5K 675 – –
CHC
84
City Holding Co
West Virginia
$9.23K 595 – –
SWA
85
SOA Wealth Advisors
New York
$9.14K 589 +12 +2%
AF
86
Advisornet Financial
Minnesota
$7.76K 500 – –
SS
87
Sunbelt Securities
Texas
$7.76K 500 – –
LC
88
Lindbrook Capital
California
$7.76K 500 – –
AF
89
Allworth Financial
California
$7.76K 500 +500 New
AAG
90
Armstrong Advisory Group
Massachusetts
$7.15K 461 – –
HNB
91
Huntington National Bank
Ohio
$6.2K 400 – –
CNBTD
92
Citizens National Bank Trust Department
Mississippi
$5.66K 365 – –
GTAM
93
Global Trust Asset Management
Florida
$3.5K 226 – –
EWA
94
EverSource Wealth Advisors
Alabama
$2.36K 152 – –
DJSG
95
D.J. St. Germain
Massachusetts
$78 5 +5 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$16 1 +1 New
HighTower Advisors
97
HighTower Advisors
Illinois
– – -80,969 Closed
FFP
98
FourThought Financial Partners
Florida
– – -65,882 Closed
CIA
99
Capital Investment Advisors
Georgia
– – -27,111 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
– – -24,268 Closed