FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

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.

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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.9M
2
VIA
2
Vident Investment Advisory
Georgia
$5.77M
3
Wells Fargo
3
Wells Fargo
California
$12.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$89M
5
Invesco
5
Invesco
Georgia
$13.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
JHIU
2
Janus Henderson Investors US
Colorado
$0
3
Millennium Management
3
Millennium Management
New York
$203K
4
SCM
4
Sterneck Capital Management
Missouri
$3.45M
5
Stifel Financial
5
Stifel Financial
Missouri
$541K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89M 3,830,009 +99,793 +3%
UBS Group
2
UBS Group
Switzerland
$21.9M 941,259 +496,171 +111%
Bessemer Group
3
Bessemer Group
New Jersey
$17M 730,105 +70,762 +11%
Invesco
4
Invesco
Georgia
$13.2M 567,735 +78,536 +16%
Wells Fargo
5
Wells Fargo
California
$12.3M 529,479 +115,686 +28%
Bank of America
6
Bank of America
North Carolina
$12.3M 527,102 -6,956 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.9M 509,990 +7,966 +2%
CS
8
Comerica Securities
Michigan
$7.18M 308,767 +45,613 +17%
VIA
9
Vident Investment Advisory
Georgia
$5.77M 248,464 +156,232 +169%
GC
10
Guggenheim Capital
Illinois
$5.45M 234,480 -31,381 -12%
LPL Financial
11
LPL Financial
California
$4.8M 207,219 -2,202 -1%
SCM
12
Sterneck Capital Management
Missouri
$3.45M 148,427 -55,375 -27%
SI
13
SII Investments
Wisconsin
$2.51M 107,549 +6,796 +7%
IH
14
IFC Holdings
Florida
$2.42M 103,888 +5,652 +6%
HWA
15
HCR Wealth Advisors
California
$2.27M 18,532 -1,013 -5%
IA
16
IFP Advisors
Florida
$1.75M 75,263 +5,542 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.43M 61,674 -2,855 -4%
RJA
18
Raymond James & Associates
Florida
$1.43M 61,321 +20,824 +51%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M 60,389 +2,429 +4%
Ameriprise
20
Ameriprise
Minnesota
$1.29M 55,589 -9,398 -14%
BTS
21
BB&T Securities
Virginia
$1.24M 53,203 -12,847 -19%
MC
22
Mathes Company
New York
$912K 39,250 – –
PAG
23
Private Advisor Group
New Jersey
$763K 32,747 -1,077 -3%
OC
24
Oppenheimer & Co
New York
$649K 27,914 +3,164 +13%
NPC
25
National Planning Corporation
California
$641K 27,578 +15 +0.1%
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