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FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
FPF
99 hedge funds and large institutions have $237M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
0.14% more ownership
Funds ownership: 24.96% → 25.1% (+0.14%)
1% less capital invested
Capital invested by funds: $239M → $237M (-$2.27M)
10% less funds holding
Funds holding: 110 → 99 (-11)
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
99
Holders Change
-11
Holders Change %
-10%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
34
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$5.1M |
| 2 |
Rockefeller Capital Management
New York
|
+$1.25M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$533K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$522K |
| 5 |
LPL Financial
San Diego,
California
|
+$514K |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.63M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.28M |
| 3 |
FFP
FourThought Financial Partners
Venice,
Florida
|
-$1.04M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$428K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$402K |
