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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $307M → $303M (-$3.8M)

1.64% less ownership

Funds ownership: 27.45%25.81% (-1.6%)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
35
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$7.81K
AP
102
Aspect Partners
Virginia
$7.81K +$928 +50 +14%
CNBTD
103
Citizens National Bank Trust Department
Mississippi
$7.13K
TSMHT
104
Thurston Springer Miller Herd & Titak
Indiana
$4.3K +$4.08K +220 New
ATS
105
Ashton Thomas Securities
New York
$3.91K +$3.71K +200 New
CA
106
CoreCap Advisors
Michigan
$3.61K
FFA
107
Farther Finance Advisors
California
$1.43K
AssetMark Inc
108
AssetMark Inc
California
$176
CFD
109
Creative Financial Designs
Indiana
$42
OLVIG
110
Oliver Lagore Vanvalin Investment Group
Michigan
$15 -$1.54K -83 -99%
PCM
111
Penserra Capital Management
California
-$14.5M -790,426 Closed
KIM
112
Karpus Investment Management
New York
-$9.77M -531,639 Closed
PFA
113
Petra Financial Advisors
Colorado
-$1.81M -98,407 Closed
PAS
114
Park Avenue Securities
New York
-$1.79M -97,555 Closed
ICMP
115
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$332K -18,096 Closed
Nomura Holdings
116
Nomura Holdings
Japan
-$202K -10,970 Closed
RFA
117
Register Financial Advisors
Georgia
-$123K -6,703 Closed
HIA
118
Harbor Investment Advisory
Maryland
-$50.5K -2,750 Closed
WIA
119
Wetzel Investment Advisors
Indiana
-$46.1K -2,570 Closed
MCA
120
Maryland Capital Advisors
Maryland
-$18.4K -1,000 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
-$18 -1 Closed
VAG
122
VisionPoint Advisory Group
Texas
-$18 -1 Closed