FPF

First Trust Intermediate Duration Preferred & Income Fund

104 hedge funds and large institutions have $236M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$119K 8,000 -1,609 -17%
IA
77
IFP Advisors
Florida
$104K 7,005
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$104K 7,000 +1,000 +17%
Citigroup
79
Citigroup
New York
$104K 6,970
GRP
80
Global Retirement Partners
California
$70.7K 4,872 +96 +2%
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$59.6K 4,001 +4,001 New
AWM
82
AllSquare Wealth Management
New York
$52.2K 3,500
HIA
83
Harbor Investment Advisory
Maryland
$41K 2,750
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$39.9K 2,675
CSC
85
Caldwell Sutter Capital
California
$31.3K 2,100
BI
86
Bramshill Investments
Florida
$31.2K 2,093 -420 -17%
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$24.6K 1,650 +750 +83%
US Bancorp
88
US Bancorp
Minnesota
$20.8K 1,397
AIM
89
Anchor Investment Management
South Carolina
$20.5K 1,375
Bessemer Group
90
Bessemer Group
New Jersey
$20K 1,330 +1,330 New
NSIM
91
North Star Investment Management
Illinois
$11.2K 750
FCAS
92
First Command Advisory Services
Texas
$10.7K 720 +720 New
LFG
93
Larson Financial Group
Missouri
$10.1K 675
BFEC
94
Benjamin F. Edwards & Company
Missouri
$10K 700
SWA
95
SOA Wealth Advisors
New York
$8.97K 602 +13 +2%
CHC
96
City Holding Co
West Virginia
$8.87K 595
LC
97
Lindbrook Capital
California
$7.45K 500
AAG
98
Armstrong Advisory Group
Massachusetts
$6.87K 461
SL
99
Salomon & Ludwin
Virginia
$6.71K 450 +450 New
HNB
100
Huntington National Bank
Ohio
$5.96K 400