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FPF

First Trust Intermediate Duration Preferred & Income Fund

105 hedge funds and large institutions have $335M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $331M → $335M (+$3.48M)

0.68% more ownership

Funds ownership: 21.79%22.48% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$9.2K
LFG
102
Larson Financial Group
Missouri
$6K +$6.35K +255 New
EVM
103
Eaton Vance Management
Massachusetts
$2K
CP
104
Castleview Partners
Texas
$905 +$553K +22,208 New
JG
105
Jefferies Group
New York
-$1.65M -65,854 Closed
APW
106
Aurora Private Wealth
New Jersey
-$764K -30,551 Closed
IP
107
Intellectus Partners
California
-$358K -14,324 Closed
LFAS
108
Level Four Advisory Services
Texas
-$275K -11,000 Closed
CS
109
Comerica Securities
Michigan
-$244K -9,738 Closed
LWM
110
Laidlaw Wealth Management
New York
-$236K -9,427 Closed
PWPS
111
Pinnacle Wealth Planning Services
Ohio
-$207K -8,263 Closed
ASN
112
Advisory Services Network
Georgia
-$206K -8,238 Closed
MOS
113
MGO One Seven
Ohio
-$204K -8,013 Closed
HIA
114
Harbor Investment Advisory
Maryland
-$200K -8,000 Closed
NAM
115
NTV Asset Management
West Virginia
-$200K -8,000 Closed
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
-$87.2K -3,500 Closed
IWA
117
IBEX Wealth Advisors
New Jersey
-$59K -2,340 Closed
PFBT
118
Parkside Financial Bank & Trust
Missouri
-$23K -922 Closed
CI
119
CX Institutional
Indiana
-$13K -500 Closed
TVWM
120
Tower View Wealth Management
Wisconsin
-$13K -500 Closed
PWA
121
Phoenix Wealth Advisors
North Carolina
-$10K -409 Closed
AWA
122
Arkadios Wealth Advisors
Georgia
-$8K -344 Closed
APWA
123
Atlas Private Wealth Advisors
New Jersey
-$8K -300 Closed
JPLA
124
Joseph P. Lucia & Associates
New York
-$3K -135 Closed
TRCT
125
Tower Research Capital (TRC)
New York
+$75 +3 New