We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

117 hedge funds and large institutions have $340M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $319M → $340M (+$20.9M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.5% less ownership

Funds ownership: 31.48%29.98% (-1.5%)

2% less funds holding

Funds holding: 119117 (-2)

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
39
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$13.7K +$299 +16 +2%
NS
102
NBC Securities
Alabama
$11.7K
BTI
103
Blue Trust Inc
Georgia
$10.2K
AAP
104
Arax Advisory Partners
Colorado
$9.32K
AAG
105
Armstrong Advisory Group
Massachusetts
$8.59K
SL
106
Salomon & Ludwin
Virginia
$8.41K
RIL
107
Rothschild Investment LLC
Illinois
$7.46K
LC
108
Luminist Capital
Michigan
$7.2K
CNBTD
109
Citizens National Bank Trust Department
Mississippi
$6.8K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$5.65K +$5.67K +303 New
SAG
111
SageView Advisory Group
California
$5.31K +$5.33K +285 New
IWM
112
Inlight Wealth Management
Georgia
$4.72K
HWP
113
Highline Wealth Partners
California
$2.8K
S
114
SignatureFD
Georgia
$1.42K
CFP
115
Comprehensive Financial Planning
Pennsylvania
$857
B
116
Birchbrook
Maine
$746
TRCT
117
Tower Research Capital (TRC)
New York
$280 +$187 +10 +200%
AssetMark Inc
118
AssetMark Inc
California
$168
CPRC
119
Consolidated Portfolio Review Corp
New York
-$2.04M -106,341 Closed
Fiera Capital (Canada)
120
Fiera Capital (Canada)
Quebec, Canada
-$1.75M -91,345 Closed
GWP
121
Gateway Wealth Partners
Wisconsin
-$757K -39,513 Closed
HF
122
HRT Financial
New York
-$452K -23,652 Closed
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
-$402K -20,992 Closed
Creative Planning
124
Creative Planning
Kansas
-$298K -15,548 Closed
Millennium Management
125
Millennium Management
New York
-$266K -13,866 Closed