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FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
FPF
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: 107 → 118 (+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
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$97.6M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$5.48M |
| 3 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$3.15M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.11M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.87M |
Top Sellers
| 1 |
SCM
Saba Capital Management
New York
|
-$3.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.55M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.46M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$948K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$630K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPWS
126
Kestra Private Wealth Services
Austin,
Texas
| – | -$168K | -11,289 | Closed |
|
|
CSPIA
127
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$24.6K | -1,650 | Closed |
|
128
Bessemer Group
Woodbridge,
New Jersey
| – | -$20K | -1,330 | Closed |
|
|
FCAS
129
First Command Advisory Services
Fort Worth,
Texas
| – | -$10.7K | -720 | Closed |
|
|
BFEC
130
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$10K | -700 | Closed |
|
|
GTAM
131
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$3.36K | -226 | Closed |
|