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FPF

First Trust Intermediate Duration Preferred & Income Fund

118 hedge funds and large institutions have $386M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

61% more capital invested

Capital invested by funds: $240M → $386M (+$146M)

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

12.46% more ownership

Funds ownership: 26.45%38.9% (+12%)

10% more funds holding

Funds holding: 107118 (+11)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
41
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$16.3K -$90.9K -6,000 -86%
NSIM
102
North Star Investment Management
Illinois
$15.5K +$3.03K +200 +27%
TRCT
103
Tower Research Capital (TRC)
New York
$11.5K +$5.45K +360 +103%
LFG
104
Larson Financial Group
Missouri
$11K
SWA
105
SOA Wealth Advisors
New York
$10K +$212 +14 +2%
CHC
106
City Holding Co
West Virginia
$9.7K
BWM
107
Baystate Wealth Management
Massachusetts
$8.29K +$7.68K +507 New
LC
108
Lindbrook Capital
California
$8.15K
AAG
109
Armstrong Advisory Group
Massachusetts
$7.52K
SL
110
Salomon & Ludwin
Virginia
$6.71K
CAM
111
Chesapeake Asset Management
New York
$6.52K
HNB
112
Huntington National Bank
Ohio
$6.52K
CNBTD
113
Citizens National Bank Trust Department
Mississippi
$5.95K
CFD
114
Creative Financial Designs
Indiana
$4.08K +$3.79K +250 New
AP
115
Aspect Partners
Virginia
$2.04K +$1.89K +125 New
BTI
116
Blue Trust Inc
Georgia
$2K +$1.89K +125 New
MIM
117
Macroview Investment Management
Maryland
$816 +$757 +50 New
W
118
WealthCollab
Washington
$539 +$500 +33 New
SCM
119
Saba Capital Management
New York
-$3.6M -241,846 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
-$948K -63,586 Closed
EAM
121
Eschler Asset Management
United Kingdom
-$522K -35,000 Closed
WAM
122
Wolverine Asset Management
Illinois
-$496K -33,294 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$359K -24,095 Closed
IFG
124
Independent Financial Group
California
-$350K -23,475 Closed
AAS
125
Ameritas Advisory Services
Nebraska
-$284K -19,609 Closed