FPF

First Trust Intermediate Duration Preferred & Income Fund

51 hedge funds and large institutions have $246M invested in First Trust Intermediate Duration Preferred & Income Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
18
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.1M 2,997,453 +279,894 +10%
BTS
2
BB&T Securities
Virginia
$31.8M 139,982 +60,417 +76%
UBS Group
3
UBS Group
Switzerland
$20.2M 889,142 +889,142 New
MGAM
4
McGowan Group Asset Management
Texas
$15.2M 668,355 +668,355 New
KIM
5
Karpus Investment Management
New York
$15M 660,315 -104,325 -14%
Invesco
6
Invesco
Georgia
$13.7M 603,275 +56,828 +10%
GC
7
Guggenheim Capital
Illinois
$11.3M 498,396 +498,396 New
Bessemer Group
8
Bessemer Group
New Jersey
$9.77M 430,000 -20,000 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.28M 364,682 +21,488 +6%
EVM
10
Eaton Vance Management
Massachusetts
$8M 358,300 +358,300 New
Bank of America
11
Bank of America
North Carolina
$7.91M 348,200 +27,555 +9%
RVP
12
Relative Value Partners
Illinois
$6.37M 280,483 -3,476 -1%
Wells Fargo
13
Wells Fargo
California
$5.82M 256,376 +32,349 +14%
LPL Financial
14
LPL Financial
California
$3.81M 167,677 +8,077 +5%
SCM
15
Sterneck Capital Management
Missouri
$3.46M 152,146 +26,087 +21%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.95M 85,739 +53,603 +167%
FIMG
17
Financial & Investment Management Group
Michigan
$1.81M 79,869 -71,975 -47%
UCFA
18
United Capital Financial Advisors
Texas
$1.78M 78,423 +53,879 +220%
CFN
19
Cordasco Financial Network
Florida
$1.46M 64,252 -2,980 -4%
B
20
Baird
Wisconsin
$1.18M 51,975 +27,976 +117%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.12M 49,458 +4,246 +9%
SI
22
SII Investments
Wisconsin
$1.11M 48,689 -8,061 -14%
CS
23
Credit Suisse
Switzerland
$1.1M 48,300 -931 -2%
PAS
24
Partnervest Advisory Services
California
$855K 37,669 -16,981 -31%
SIA
25
Sit Investment Associates
Minnesota
$852K 37,500 +9,200 +33%