FPF

First Trust Intermediate Duration Preferred & Income Fund

116 hedge funds and large institutions have $383M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
40
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RW
76
RVW Wealth
California
$207K 12,700
FFC
77
First Financial Corp
Indiana
$205K 12,560
KWM
78
Kingsview Wealth Management
Oregon
$192K 11,795 -1,352 -10%
IWA
79
Icon Wealth Advisors
Texas
$191K 11,688 +11,688 New
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$180K 11,047 +11,047 New
Nomura Holdings
81
Nomura Holdings
Japan
$172K 10,533 +10,533 New
NA
82
NewEdge Advisors
Louisiana
$155K 9,532
SWM
83
Spire Wealth Management
Virginia
$146K 8,678 -1,900 -18%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$145K 8,889 -2,988 -25%
RCM
85
Richardson Capital Management
Wisconsin
$114K 7,000 +7,000 New
Citigroup
86
Citigroup
New York
$103K 6,300 -670 -10%
GRP
87
Global Retirement Partners
California
$84.7K 5,016 +144 +3%
IA
88
IFP Advisors
Florida
$84.5K 5,179 -1,826 -26%
ASN
89
Advisory Services Network
Georgia
$58.5K 3,588 +3,588 New
AWM
90
AllSquare Wealth Management
New York
$57.1K 3,500
TC
91
Truvestments Capital
Florida
$57.1K 3,500 +3,500 New
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$49K 3,020 -981 -25%
HIA
93
Harbor Investment Advisory
Maryland
$44.9K 2,750
CSC
94
Caldwell Sutter Capital
California
$34.3K 2,100
BI
95
Bramshill Investments
Florida
$34.1K 2,093
GJIA
96
Glass Jacobson Investment Advisors
Maryland
$25.7K 1,575 -1,100 -41%
HGA
97
Hobbs Group Advisors
South Carolina
$24.5K 1,500 +1,500 New
US Bancorp
98
US Bancorp
Minnesota
$22.8K 1,397
AIM
99
Anchor Investment Management
South Carolina
$22.4K 1,375
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$16.3K 1,000 -6,000 -86%