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FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $291M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

8% more funds holding

Funds holding: 110119 (+9)

0.75% more ownership

Funds ownership: 25.81%26.56% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$11.9M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$12.1K +$263 +14 +2%
BTI
102
Blue Trust Inc
Georgia
$9.55K +$432 +23 +5%
AP
103
Aspect Partners
Virginia
$9K +$1.88K +100 +25%
AAG
104
Armstrong Advisory Group
Massachusetts
$8.3K
SL
105
Salomon & Ludwin
Virginia
$8.1K
CAM
106
Chesapeake Asset Management
New York
$7.2K
HNB
107
Huntington National Bank
Ohio
$7.2K
LC
108
Luminist Capital
Michigan
$7.15K +$7.46K +397 New
CNBTD
109
Citizens National Bank Trust Department
Mississippi
$6.57K
TSMHT
110
Thurston Springer Miller Herd & Titak
Indiana
$3.96K
WAM
111
Wolverine Asset Management
Illinois
$3.87K +$4.04K +215 New
CA
112
CoreCap Advisors
Michigan
$3.33K
FFA
113
Farther Finance Advisors
California
$1.31K
CFP
114
Comprehensive Financial Planning
Pennsylvania
$828 +$864 +46 New
B
115
Birchbrook
Maine
$720 +$751 +40 New
AssetMark Inc
116
AssetMark Inc
California
$162
TRCT
117
Tower Research Capital (TRC)
New York
$90 -$19.7K -1,048 -100%
CFD
118
Creative Financial Designs
Indiana
$40
OLVIG
119
Oliver Lagore Vanvalin Investment Group
Michigan
$14
IAIM
120
International Assets Investment Management
Florida
-$9.61K -187,763 Closed
BRWA
121
B. Riley Wealth Advisors
Florida
-$649K -33,165 Closed
Jane Street
122
Jane Street
New York
-$644K -32,981 Closed
CIA
123
Concurrent Investment Advisors
Florida
-$404K -20,675 Closed
KWM
124
Kingsview Wealth Management
Oregon
-$230K -11,795 Closed
AAS
125
Ameritas Advisory Services
Nebraska
-$199K -10,176 Closed