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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $298M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $291M → $298M (+$6.83M)

0.06% more ownership

Funds ownership: 26.56%26.62% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119109 (-10)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
109
Holders Change
-10
Holders Change %
-8.4%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Colonial Trust
South Carolina
$58.5K
MSG
77
Main Street Group
Virginia
$52.9K +$26.4K +1,425 +98%
NWMP
78
Noble Wealth Management PBC
Colorado
$32.2K +$14.8K +800 +84%
CSC
79
Caldwell Sutter Capital
California
$29.4K -$9.27K -500 -24%
LFG
80
Larson Financial Group
Missouri
$27.6K -$5.56K -300 -17%
GSWM
81
Golden State Wealth Management
California
$27.6K
AIM
82
Anchor Investment Management
South Carolina
$25.3K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$23.4K +$5.1K +275 +28%
WSFS
84
Wilmington Savings Fund Society
Delaware
$21.6K
WA
85
WPG Advisers
Maryland
$19.5K +$4.26K +230 +28%
TJHA
86
Thomas J. Herzfeld Advisors
Florida
$18.6K -$778 -42 -4%
US Bancorp
87
US Bancorp
Minnesota
$18.4K
NSIM
88
North Star Investment Management
Illinois
$17.5K
SWA
89
SOA Wealth Advisors
New York
$12.7K +$296 +16 +2%
BTI
90
Blue Trust Inc
Georgia
$9.98K +$222 +12 +2%
AP
91
Aspect Partners
Virginia
$9.2K
CI
92
CX Institutional
Indiana
$9K +$9.27K +500 New
AAG
93
Armstrong Advisory Group
Massachusetts
$8.3K
SL
94
Salomon & Ludwin
Virginia
$8.28K
HNB
95
Huntington National Bank
Ohio
$7.36K -$7.41K -400 Closed
LC
96
Luminist Capital
Michigan
$7.26K
CNBTD
97
Citizens National Bank Trust Department
Mississippi
$6.71K
PWAM
98
Private Wealth Asset Management
Iowa
$6.44K +$6.49K +350 New
IWM
99
Inlight Wealth Management
Georgia
$4.65K +$4.69K +253 New
CCM
100
Coldstream Capital Management
Washington
$4.29K +$4.32K +233 New