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FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $291M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

8% more funds holding

Funds holding: 110119 (+9)

0.75% more ownership

Funds ownership: 25.81%26.56% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$11.9M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UPS
76
UHLMANN PRICE SECURITIES
Illinois
$185K +$4.19K +223 +2%
BW
77
Bison Wealth
Georgia
$181K -$179K -9,544 -49%
WS
78
Wedbush Securities
California
$180K +$188K +10,013 New
FFC
79
First Financial Corp
Indiana
$171K +$1.05K +56 +0.6%
AG
80
AmeriFlex Group
Nevada
$157K +$157K +8,350 New
SWM
81
Spire Wealth Management
Virginia
$151K -$19.3K -1,025 -11%
GRP
82
Global Retirement Partners
California
$118K +$2.55K +136 +2%
IA
83
IFP Advisors
Florida
$93.2K
AWM
84
AllSquare Wealth Management
New York
$63K
CT
85
Colonial Trust
South Carolina
$56.7K
EC
86
Elequin Capital
New York
$48.5K +$50.6K +2,692 New
CSC
87
Caldwell Sutter Capital
California
$37.8K
LFG
88
Larson Financial Group
Missouri
$32.4K -$7.14K -380 -17%
GWM
89
Geneos Wealth Management
Colorado
$31.3K +$2.03K +108 +7%
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$29K -$12.2K -647 -28%
GSWM
91
Golden State Wealth Management
California
$27K +$28.2K +1,500 New
MSG
92
Main Street Group
Virginia
$26.1K -$26.8K -1,425 -50%
AIM
93
Anchor Investment Management
South Carolina
$24.8K
WSFS
94
Wilmington Savings Fund Society
Delaware
$21.1K -$11.3K -600 -34%
TJHA
95
Thomas J. Herzfeld Advisors
Florida
$19K +$19.8K +1,055 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$18K
US Bancorp
97
US Bancorp
Minnesota
$18K
NSIM
98
North Star Investment Management
Illinois
$17.1K
NWMP
99
Noble Wealth Management PBC
Colorado
$17.1K +$17.8K +950 New
WA
100
WPG Advisers
Maryland
$15K +$15.6K +831 New