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FPF

First Trust Intermediate Duration Preferred & Income Fund

51 hedge funds and large institutions have $179M invested in First Trust Intermediate Duration Preferred & Income Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $176M → $179M (+$2.92M)

0.82% more ownership

Funds ownership: 11.6%12.42% (+0.82%)

0% more funds holding

Funds holding: 5151 (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: 5 | Existing positions closed: 5

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
23
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59M +$78.1K +3,536 +0.1%
BTS
2
BB&T Securities
Virginia
$17.3M +$108K +4,880 +7%
KIM
3
Karpus Investment Management
New York
$16.6M +$1.74M +79,006 +12%
Invesco
4
Invesco
Georgia
$11.9M +$2.49M +112,671 +26%
Bessemer Group
5
Bessemer Group
New Jersey
$9.77M +$9.93M +450,000 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.45M -$1.53M -69,151 -17%
Bank of America
7
Bank of America
North Carolina
$6.96M -$620K -28,079 -8%
RVP
8
Relative Value Partners
Illinois
$6.17M +$897K +40,611 +17%
Wells Fargo
9
Wells Fargo
California
$4.87M -$431K -19,540 -8%
LPL Financial
10
LPL Financial
California
$3.46M +$283K +12,805 +9%
RCM
11
Rivernorth Capital Management
Florida
$3.42M +$3.47M +157,303 New
FIMG
12
Financial & Investment Management Group
Michigan
$3.3M -$7.17K -325 -0.2%
U
13
UBS
Switzerland
$3.09M +$364K +16,508 +13%
SCM
14
Sterneck Capital Management
Missouri
$2.74M -$162K -7,318 -5%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.19M -$1.45M -65,586 -39%
RCM
16
Robinson Capital Management
Michigan
$2.18M
MIG
17
Mariner Investment Group
New York
$1.86M -$2.93M -132,628 -61%
CFN
18
Cordasco Financial Network
Florida
$1.46M +$12K +543 +0.8%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$1.45M +$384K +17,400 +35%
SI
20
SII Investments
Wisconsin
$1.23M +$2.36K +107 +0.2%
EML
21
Eos Management LP
New York
$1.21M -$3.13M -141,922 -72%
PAS
22
Partnervest Advisory Services
California
$1.19M
CS
23
Credit Suisse
Switzerland
$1.07M -$85.6K -3,879 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$982K +$56.5K +2,559 +6%
Stifel Financial
25
Stifel Financial
Missouri
$864K +$46.4K +2,100 +6%