We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $307M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $303M → $307M (+$3.52M)

0% more funds holding

Funds holding: 110110 (0)

0.38% less ownership

Funds ownership: 27.84%27.45% (-0.38%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
33
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$155K -$14.7K -836 -9%
RFA
77
Register Financial Advisors
Georgia
$123K +$1.86K +106 +2%
GRP
78
Global Retirement Partners
California
$95.6K +$2K +114 +2%
IA
79
IFP Advisors
Florida
$95.1K
AWM
80
AllSquare Wealth Management
New York
$64.3K
MSG
81
Main Street Group
Virginia
$52.8K
HIA
82
Harbor Investment Advisory
Maryland
$50.5K
WIA
83
Wetzel Investment Advisors
Indiana
$46.1K +$45.1K +2,570 New
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$43K +$35 +2 +0.1%
LFG
85
Larson Financial Group
Missouri
$40.1K
CSC
86
Caldwell Sutter Capital
California
$38.6K
AIM
87
Anchor Investment Management
South Carolina
$25.3K
GWM
88
Geneos Wealth Management
Colorado
$21.1K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$20.2K +$19.3K +1,098 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$18.4K
US Bancorp
91
US Bancorp
Minnesota
$18.4K
MCA
92
Maryland Capital Advisors
Maryland
$18.4K +$17.5K +1,000 New
NSIM
93
North Star Investment Management
Illinois
$17.5K
HGA
94
Hobbs Group Advisors
South Carolina
$16.5K +$15.8K +900 New
SWA
95
SOA Wealth Advisors
New York
$11.9K +$263 +15 +2%
LC
96
Lindbrook Capital
California
$9.19K
AAG
97
Armstrong Advisory Group
Massachusetts
$8.47K
SL
98
Salomon & Ludwin
Virginia
$8.27K
CAM
99
Chesapeake Asset Management
New York
$7.35K
HNB
100
Huntington National Bank
Ohio
$7.35K