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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $307M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $303M → $307M (+$3.52M)

0% more funds holding

Funds holding: 110110 (0)

0.38% less ownership

Funds ownership: 27.84%27.45% (-0.38%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
33
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
101
Citizens National Bank Trust Department
Mississippi
$6.71K
AP
102
Aspect Partners
Virginia
$6.43K +$2.63K +150 +75%
CA
103
CoreCap Advisors
Michigan
$3.4K
OLVIG
104
Oliver Lagore Vanvalin Investment Group
Michigan
$1.54K +$1.46K +83 +8,300%
FFA
105
Farther Finance Advisors
California
$1.32K +$1.28K +73 New
AssetMark Inc
106
AssetMark Inc
California
$165
TRCT
107
Tower Research Capital (TRC)
New York
$92 -$20.4K -1,165 -100%
CFD
108
Creative Financial Designs
Indiana
$39
Fidelity Investments
109
Fidelity Investments
Massachusetts
$18 +$18 +1 New
VAG
110
VisionPoint Advisory Group
Texas
$18 +$18 +1 New
MTIM
111
Marathon Trading Investment Management
Pennsylvania
-$524K -29,250 Closed
LCWP
112
Legacy Capital Wealth Partners
Arkansas
-$411K -26,984 Closed
LA
113
LexAurum Advisors
Kansas
-$198K -11,068 Closed
Jane Street
114
Jane Street
New York
-$190K -10,604 Closed
RVPG
115
Relative Value Partners Group
-$174K -9,999 Closed
GJIA
116
Glass Jacobson Investment Advisors
Maryland
-$28.2K -1,575 Closed
SSB
117
Sandy Spring Bank
Maryland
-$17.9K -1,000 Closed
CHC
118
City Holding Co
West Virginia
-$10.7K -595 Closed
AWM
119
Abound Wealth Management
Tennessee
-$2.87K -160 Closed