FPF

First Trust Intermediate Duration Preferred & Income Fund

55 hedge funds and large institutions have $217M invested in First Trust Intermediate Duration Preferred & Income Fund in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
18
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.4M 3,407,586 +568,224 +20%
UBS Group
2
UBS Group
Switzerland
$21M 973,170 +33,705 +4%
MGAM
3
McGowan Group Asset Management
Texas
$16.1M 749,671 +752 +0.1%
Bessemer Group
4
Bessemer Group
New Jersey
$13.4M 620,000
Bank of America
5
Bank of America
North Carolina
$11.5M 534,464 +76,347 +17%
Invesco
6
Invesco
Georgia
$10.9M 506,198 +8,483 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.87M 411,684 -1,327 -0.3%
GC
8
Guggenheim Capital
Illinois
$8.55M 397,059 -5,204 -1%
EVM
9
Eaton Vance Management
Massachusetts
$7.82M 358,300
Wells Fargo
10
Wells Fargo
California
$5.73M 266,056 +23,312 +10%
SCM
11
Sterneck Capital Management
Missouri
$5.03M 233,357 +31,250 +15%
VIA
12
Vident Investment Advisory
Georgia
$4.08M 189,540 +189,540 New
LPL Financial
13
LPL Financial
California
$2.84M 132,860 +8,635 +7%
PPA
14
Parametric Portfolio Associates
Washington
$2.4M 111,286 +3,330 +3%
BTS
15
BB&T Securities
Virginia
$2.31M 107,442 -29,510 -22%
CS
16
Comerica Securities
Michigan
$2.3M 106,582 +22,773 +27%
RVPG
17
Relative Value Partners Group
$2.25M 104,409 +104,409 New
TFMS
18
Trust & Fiduciary Management Services
Massachusetts
$2.23M 103,532 +5,884 +6%
UCFA
19
United Capital Financial Advisors
Texas
$2.03M 94,231 -45,900 -33%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.96M 90,988 -41,683 -31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.28M 59,183 -1,991 -3%
SI
22
SII Investments
Wisconsin
$1.1M 50,838 +1,154 +2%
CS
23
Credit Suisse
Switzerland
$1.08M 50,296 +1,325 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$785K 36,429 +36,429 New
NPC
25
National Planning Corporation
California
$630K 29,345 +4,152 +16%