We are live on
!
Find out more
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
FPF
91 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
3% more funds holding
Funds holding: 88 → 91 (+3)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
2.03% less ownership
Funds ownership: 18.91% → 16.88% (-2%)
9% less capital invested
Capital invested by funds: $249M → $228M (-$21.2M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
16
Increased
34
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.72M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$4.04M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.06M |
| 4 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$1.98M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
Top Sellers
| 1 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
-$26M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
-$6.07M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$5.77M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.68M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$2.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
101
First Horizon Advisors
Memphis,
Tennessee
| – | -$9K | -450 | Closed |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$4K | -178 | Closed |
|
103
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -66 | Closed |
|
|
APP
104
Avantax Planning Partners
Dubuque,
Iowa
| – | +$239 | +11 | New |
|