FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

56 hedge funds and large institutions have $215M invested in First Trust Intermediate Duration Preferred & Income Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
19
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Comerica Securities
Michigan
$5.26M
2
UBS Group
2
UBS Group
Switzerland
$13.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$81M
4
IA
4
IFP Advisors
Florida
$1.42M
5
Wells Fargo
5
Wells Fargo
California
$7.01M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$8.28M
2
MGAM
2
McGowan Group Asset Management
Texas
$22.8M
3
GC
3
Guggenheim Capital
Illinois
$2.91M
4
LPL Financial
4
LPL Financial
California
$3.9M
5
SCM
5
Sterneck Capital Management
Missouri
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81M 3,431,867 +69,644 +2%
MGAM
2
McGowan Group Asset Management
Texas
$22.8M 966,847 -177,964 -16%
Bank of America
3
Bank of America
North Carolina
$14M 592,321 -53,348 -8%
UBS Group
4
UBS Group
Switzerland
$13.8M 583,159 +75,058 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M 490,295 +37,768 +8%
Invesco
6
Invesco
Georgia
$11.3M 479,090 -45,203 -9%
Bessemer Group
7
Bessemer Group
New Jersey
$8.28M 350,917 -234,083 -40%
Wells Fargo
8
Wells Fargo
California
$7.01M 296,940 +41,644 +16%
CS
9
Comerica Securities
Michigan
$5.26M 222,749 +111,841 +101%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$5.22M 221,333 +30,000 +16%
LPL Financial
11
LPL Financial
California
$3.9M 165,650 -98,530 -37%
SCM
12
Sterneck Capital Management
Missouri
$3.29M 139,543 -86,641 -38%
GC
13
Guggenheim Capital
Illinois
$2.91M 123,505 -104,773 -46%
JHIU
14
Janus Henderson Investors US
Colorado
$2.59M 109,700 – –
Stifel Financial
15
Stifel Financial
Missouri
$2.07M 87,723 +9,319 +12%
SI
16
SII Investments
Wisconsin
$1.9M 80,429 +3,227 +4%
VIA
17
Vident Investment Advisory
Georgia
$1.71M 72,624 -56,480 -44%
BTS
18
BB&T Securities
Virginia
$1.71M 72,594 -7,949 -10%
IH
19
IFC Holdings
Florida
$1.65M 70,510 +37,000 +110%
Ameriprise
20
Ameriprise
Minnesota
$1.49M 63,215 +16,684 +36%
IA
21
IFP Advisors
Florida
$1.42M 60,229 +47,429 +371%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.4M 59,526 +3,061 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.18M 49,806 +8,367 +20%
MC
24
Mathes Company
New York
$914K 38,750 -500 -1%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$680K 28,840 +8,274 +40%
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