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FPF

First Trust Intermediate Duration Preferred & Income Fund

118 hedge funds and large institutions have $386M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

61% more capital invested

Capital invested by funds: $240M → $386M (+$146M)

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

12.46% more ownership

Funds ownership: 26.45%38.9% (+12%)

10% more funds holding

Funds holding: 107118 (+11)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
41
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$207K +$193K +12,719 New
RW
77
RVW Wealth
California
$207K
FFC
78
First Financial Corp
Indiana
$205K
KWM
79
Kingsview Wealth Management
Oregon
$192K -$20.5K -1,352 -10%
IWA
80
Icon Wealth Advisors
Texas
$191K +$177K +11,688 New
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$180K +$167K +11,047 New
Nomura Holdings
82
Nomura Holdings
Japan
$172K +$160K +10,533 New
NA
83
NewEdge Advisors
Louisiana
$155K
SWM
84
Spire Wealth Management
Virginia
$146K -$28.8K -1,900 -18%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$145K -$45.3K -2,988 -25%
RCM
86
Richardson Capital Management
Wisconsin
$114K +$106K +7,000 New
Citigroup
87
Citigroup
New York
$103K -$10.1K -670 -10%
GRP
88
Global Retirement Partners
California
$84.7K +$2.18K +144 +3%
IA
89
IFP Advisors
Florida
$84.5K -$27.7K -1,826 -26%
ASN
90
Advisory Services Network
Georgia
$58.5K +$54.3K +3,588 New
AWM
91
AllSquare Wealth Management
New York
$57.1K
TC
92
Truvestments Capital
Florida
$57.1K +$53K +3,500 New
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$49K -$14.9K -981 -25%
HIA
94
Harbor Investment Advisory
Maryland
$44.9K
CSC
95
Caldwell Sutter Capital
California
$34.3K
BI
96
Bramshill Investments
Florida
$34.1K
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$25.7K -$16.7K -1,100 -41%
HGA
98
Hobbs Group Advisors
South Carolina
$24.5K +$22.7K +1,500 New
US Bancorp
99
US Bancorp
Minnesota
$22.8K
AIM
100
Anchor Investment Management
South Carolina
$22.4K