FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

111 hedge funds and large institutions have $306M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.4M
2
SIA
Sit Investment Associates
Minnesota
+$4.81M
3
Invesco
Invesco
Georgia
+$2.15M
4
Stifel Financial
Stifel Financial
Missouri
+$1.2M
5
GWP
Gateway Wealth Partners
Wisconsin
+$889K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
-$3.13M
2
MFG
Magnus Financial Group
New York
-$2M
3
Ameriprise
Ameriprise
Minnesota
-$1.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$866K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSG
76
Main Street Group
Virginia
$54.1K – – –
AF
77
Allworth Financial
California
$48.2K +$48.2K +2,560 New
CSC
78
Caldwell Sutter Capital
California
$30.1K – – –
LFG
79
Larson Financial Group
Missouri
$28.2K – – –
GSWM
80
Golden State Wealth Management
California
$28.2K – – –
AIM
81
Anchor Investment Management
South Carolina
$25.9K – – –
WSFS
82
Wilmington Savings Fund Society
Delaware
$22.1K – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$18.8K -$5.18K -275 -22%
NSIM
84
North Star Investment Management
Illinois
$17.9K – – –
TJHA
85
Thomas J. Herzfeld Advisors
Florida
$17.1K -$2.01K -107 -11%
WA
86
WPG Advisers
Maryland
$15.5K -$4.52K -240 -23%
SWA
87
SOA Wealth Advisors
New York
$13.3K +$301 +16 +2%
BTI
88
Blue Trust Inc
Georgia
$10.3K +$75 +4 +0.7%
AP
89
Aspect Partners
Virginia
$9.41K – – –
HNB
90
Huntington National Bank
Ohio
$9.39K -$7.36K – –
AAG
91
Armstrong Advisory Group
Massachusetts
$8.68K – – –
SL
92
Salomon & Ludwin
Virginia
$8.47K – – –
RIL
93
Rothschild Investment LLC
Illinois
$7.53K -$3.13M -166,098 -100%
LC
94
Luminist Capital
Michigan
$7.22K -$206 -11 -3%
CNBTD
95
Citizens National Bank Trust Department
Mississippi
$6.87K – – –
AAS
96
Ameritas Advisory Services
Nebraska
$5.19K +$5.19K +276 New
IWM
97
Inlight Wealth Management
Georgia
$4.76K – – –
HI
98
Harbour Investments
Wisconsin
$4.44K +$4.44K +236 New
TSMHT
99
Thurston Springer Miller Herd & Titak
Indiana
$4.14K – – –
FFA
100
Farther Finance Advisors
California
$3.48K – – –
1 2 3
4
5