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FPF

First Trust Intermediate Duration Preferred & Income Fund

71 hedge funds and large institutions have $261M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $233M → $261M (+$28.9M)

0.88% more ownership

Funds ownership: 16.35%17.24% (+0.88%)

4% less funds holding

Funds holding: 7471 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
32
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M +$11.2M +464,577 +12%
UBS Group
2
UBS Group
Switzerland
$25.1M +$1.66M +68,894 +7%
Invesco
3
Invesco
Georgia
$15.3M +$1.16M +48,148 +8%
Bessemer Group
4
Bessemer Group
New Jersey
$14.8M -$3.25M -135,310 -19%
Wells Fargo
5
Wells Fargo
California
$13.8M +$638K +26,539 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.1M -$519K -21,598 -4%
Bank of America
7
Bank of America
North Carolina
$12M -$1.07M -44,566 -8%
CS
8
Comerica Securities
Michigan
$8.08M +$402K +16,728 +5%
VIA
9
Vident Investment Advisory
Georgia
$7.25M +$1.06M +43,935 +18%
GC
10
Guggenheim Capital
Illinois
$6.39M +$553K +23,015 +10%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$5.99M +$5.8M +241,333 New
IH
12
IFC Holdings
Florida
$2.7M +$114K +4,763 +5%
SI
13
SII Investments
Wisconsin
$2.45M -$206K -8,587 -8%
HWA
14
HCR Wealth Advisors
California
$2.35M -$21.5K -893 -5%
IA
15
IFP Advisors
Florida
$2.25M +$374K +15,549 +21%
Ameriprise
16
Ameriprise
Minnesota
$1.89M +$491K +20,414 +37%
RJA
17
Raymond James & Associates
Florida
$1.69M +$163K +6,775 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.46M -$37.1K -1,544 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.39M -$137K -5,696 -9%
BTS
20
BB&T Securities
Virginia
$1.38M +$57.4K +2,389 +4%
LPL Financial
21
LPL Financial
California
$1.19M -$3.82M -159,109 -77%
SCM
22
Sterneck Capital Management
Missouri
$1.1M -$2.5M -104,207 -70%
MC
23
Mathes Company
New York
$949K -$24K -1,000 -3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$948K +$669K +27,835 +271%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$865K +$487K +20,278 +139%