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FPF

First Trust Intermediate Duration Preferred & Income Fund

74 hedge funds and large institutions have $233M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $215M → $233M (+$17.7M)

4% more funds holding

Funds holding: 7174 (+3)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.87% more ownership

Funds ownership: 15.49%16.35% (+0.87%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
26
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89M +$2.31M +99,793 +3%
UBS Group
2
UBS Group
Switzerland
$21.9M +$11.5M +496,171 +111%
Bessemer Group
3
Bessemer Group
New Jersey
$17M +$1.64M +70,762 +11%
Invesco
4
Invesco
Georgia
$13.2M +$1.82M +78,536 +16%
Wells Fargo
5
Wells Fargo
California
$12.3M +$2.68M +115,686 +28%
Bank of America
6
Bank of America
North Carolina
$12.3M -$161K -6,956 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.9M +$185K +7,966 +2%
CS
8
Comerica Securities
Michigan
$7.18M +$1.06M +45,613 +17%
VIA
9
Vident Investment Advisory
Georgia
$5.77M +$3.62M +156,232 +169%
GC
10
Guggenheim Capital
Illinois
$5.45M -$727K -31,381 -12%
LPL Financial
11
LPL Financial
California
$4.8M -$51K -2,202 -1%
SCM
12
Sterneck Capital Management
Missouri
$3.45M -$1.28M -55,375 -27%
SI
13
SII Investments
Wisconsin
$2.5M +$157K +6,796 +7%
IH
14
IFC Holdings
Florida
$2.42M +$131K +5,652 +6%
HWA
15
HCR Wealth Advisors
California
$2.27M -$23.5K -1,013 -5%
IA
16
IFP Advisors
Florida
$1.75M +$128K +5,542 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.43M -$66.2K -2,855 -4%
RJA
18
Raymond James & Associates
Florida
$1.43M +$483K +20,824 +51%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M +$56.3K +2,429 +4%
Ameriprise
20
Ameriprise
Minnesota
$1.29M -$218K -9,398 -14%
BTS
21
BB&T Securities
Virginia
$1.24M -$298K -12,847 -19%
MC
22
Mathes Company
New York
$912K
PAG
23
Private Advisor Group
New Jersey
$763K -$25K -1,077 -3%
OC
24
Oppenheimer & Co
New York
$649K +$73.3K +3,164 +13%
NPC
25
National Planning Corporation
California
$641K +$348 +15 +0.1%