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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $307M → $303M (-$3.8M)

1.64% less ownership

Funds ownership: 27.45%25.81% (-1.6%)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
35
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$184K +$18.6K +1,000 +12%
GRP
77
Global Retirement Partners
California
$126K +$22.8K +1,227 +24%
IA
78
IFP Advisors
Florida
$101K
AWM
79
AllSquare Wealth Management
New York
$68.4K
CT
80
Colonial Trust
South Carolina
$61.9K +$58.9K +3,175 New
MSG
81
Main Street Group
Virginia
$56.1K
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$44K -$1.69K -91 -4%
LFG
83
Larson Financial Group
Missouri
$42.6K
CSC
84
Caldwell Sutter Capital
California
$41K
WSFS
85
Wilmington Savings Fund Society
Delaware
$34.7K +$32.9K +1,775 New
GWM
86
Geneos Wealth Management
Colorado
$31.8K +$8.9K +480 +42%
AIM
87
Anchor Investment Management
South Carolina
$26.9K
TRCT
88
Tower Research Capital (TRC)
New York
$20.6K +$19.4K +1,048 +20,960%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$19.5K
US Bancorp
90
US Bancorp
Minnesota
$19.5K
NSIM
91
North Star Investment Management
Illinois
$18.6K
HGA
92
Hobbs Group Advisors
South Carolina
$17.6K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$13.8K -$7.27K -392 -36%
SWA
94
SOA Wealth Advisors
New York
$12.9K +$278 +15 +2%
LC
95
Lindbrook Capital
California
$9.77K
IAIM
96
International Assets Investment Management
Florida
$9.61K +$3.23M +174,156 +1,280%
BTI
97
Blue Trust Inc
Georgia
$9.33K +$9.42K +508 New
AAG
98
Armstrong Advisory Group
Massachusetts
$9K
SL
99
Salomon & Ludwin
Virginia
$8.79K
CAM
100
Chesapeake Asset Management
New York
$7.81K