FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

71 hedge funds and large institutions have $215M invested in First Trust Intermediate Duration Preferred & Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
31
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$15M
2
SCM
2
Sterneck Capital Management
Missouri
$4.62M
3
HWA
3
HCR Wealth Advisors
California
$2.24M
4
Millennium Management
4
Millennium Management
New York
$1.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$84.6M

Top Sellers

1
NMC
1
Nine Masts Capital
Hong Kong
$0
2
DA
2
Doliver Advisors
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.46M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.6M 3,730,216 +52,297 +1%
Bessemer Group
2
Bessemer Group
New Jersey
$15M 659,343 +213,651 +48%
Bank of America
3
Bank of America
North Carolina
$12.1M 534,058 +14,882 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.4M 502,024 +28,839 +6%
Invesco
5
Invesco
Georgia
$11.1M 489,199 +14,778 +3%
UBS Group
6
UBS Group
Switzerland
$10.1M 445,088 +21,112 +5%
Wells Fargo
7
Wells Fargo
California
$9.39M 413,793 +37,135 +10%
GC
8
Guggenheim Capital
Illinois
$6.03M 265,861 +6,746 +3%
CS
9
Comerica Securities
Michigan
$5.97M 263,154 +21,291 +9%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$5.8M 271,333 +50,000 +23%
LPL Financial
11
LPL Financial
California
$4.8M 209,421 +7,051 +3%
SCM
12
Sterneck Capital Management
Missouri
$4.62M 203,802 +112,806 +124%
JHIU
13
Janus Henderson Investors US
Colorado
$2.58M 113,600 +3,900 +4%
SI
14
SII Investments
Wisconsin
$2.29M 100,753 +9,280 +10%
HWA
15
HCR Wealth Advisors
California
$2.24M 19,545 +19,545 New
IH
16
IFC Holdings
Florida
$2.23M 98,236 +16,514 +20%
VIA
17
Vident Investment Advisory
Georgia
$2.09M 92,232 +5,681 +7%
Millennium Management
18
Millennium Management
New York
$1.82M 80,216 +80,216 New
Stifel Financial
19
Stifel Financial
Missouri
$1.71M 75,284 -8,398 -10%
IA
20
IFP Advisors
Florida
$1.58M 69,721 +3,328 +5%
BTS
21
BB&T Securities
Virginia
$1.54M 66,050 – –
Ameriprise
22
Ameriprise
Minnesota
$1.48M 64,987 -347 -0.5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.46M 64,529 -12,029 -16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.32M 57,960 +595 +1%
ICA
25
Infrastructure Capital Advisors
New York
$973K 42,865 +42,865 New
1
2 3 4