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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.39% more ownership

Funds ownership: 24.57%24.96% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 113110 (-3)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

45% less capital invested

Capital invested by funds: $438M → $239M (-$199M)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Sunbelt Securities
Texas
$7.7K +$8.76K +500 New
AAG
102
Armstrong Advisory Group
Massachusetts
$7.28K
HNB
103
Huntington National Bank
Ohio
$6.31K
CAM
104
Chesapeake Asset Management
New York
$6.31K +$7K +400 New
CNBTD
105
Citizens National Bank Trust Department
Mississippi
$5.76K
BAM
106
Belpointe Asset Management
Nevada
$5.4K
GTAM
107
Global Trust Asset Management
Florida
$3.56K
EWA
108
EverSource Wealth Advisors
Alabama
$2.4K
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$503 -$35.1K -2,003 -6%
RCM
110
Rivernorth Capital Management
Florida
-$5.79M -343,417 Closed
LSC
111
Logan Stone Capital
Illinois
-$631K -37,378 Closed
IAIM
112
International Assets Investment Management
Florida
-$563K -33,369 Closed
MCC
113
Money Concepts Capital
Florida
-$295K -17,507 Closed
EC
114
Elequin Capital
New York
-$249K -14,756 Closed
BF
115
BOK Financial
Oklahoma
-$191K -11,330 Closed
ICMP
116
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$186K -10,999 Closed
WAM
117
Wolverine Asset Management
Illinois
-$170K -10,055 Closed
CS
118
Comerica Securities
Michigan
-$48.6K -2,861 Closed
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
-$23.8K -1,410 Closed
LS
120
Leelyn Smith
Illinois
-$3.8K -225 Closed
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
-$2K -126 Closed
TRCT
122
Tower Research Capital (TRC)
New York
-$753 -43 -83%
BCWM
123
Bartlett & Co Wealth Management
Ohio
-$170 -10 Closed