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FPF

First Trust Intermediate Duration Preferred & Income Fund

72 hedge funds and large institutions have $258M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7172 (+1)

0.15% less ownership

Funds ownership: 17.24%17.08% (-0.15%)

1% less capital invested

Capital invested by funds: $261M → $258M (-$3.09M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
32
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M -$4.12M -167,883 -4%
UBS Group
2
UBS Group
Switzerland
$25.1M +$120K +4,877 +0.5%
Invesco
3
Invesco
Georgia
$15.9M +$657K +26,763 +4%
Wells Fargo
4
Wells Fargo
California
$15.1M +$1.36M +55,599 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M +$546K +22,244 +5%
Bank of America
6
Bank of America
North Carolina
$11.4M -$493K -20,097 -4%
Bessemer Group
7
Bessemer Group
New Jersey
$11.1M -$3.6M -146,690 -25%
VIA
8
Vident Investment Advisory
Georgia
$7.92M +$691K +28,134 +10%
CS
9
Comerica Securities
Michigan
$7.49M -$552K -22,500 -7%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$5.97M
GC
11
Guggenheim Capital
Illinois
$5.3M -$1.05M -42,911 -17%
IH
12
IFC Holdings
Florida
$2.92M +$236K +9,621 +9%
SI
13
SII Investments
Wisconsin
$2.71M +$256K +10,424 +11%
HWA
14
HCR Wealth Advisors
California
$2.46M
IA
15
IFP Advisors
Florida
$2.26M +$18.3K +746 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$2.18M +$298K +12,146 +16%
RJA
17
Raymond James & Associates
Florida
$1.78M +$101K +4,122 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$740K +30,166 +87%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.38M -$70.5K -2,874 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.35M -$31.9K -1,300 -2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.27M +$335K +13,634 +36%
LPL Financial
22
LPL Financial
California
$1.21M +$16.4K +669 +1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.08M +$772K +31,437 +259%
BTS
24
BB&T Securities
Virginia
$1.01M -$362K -14,748 -27%
MC
25
Mathes Company
New York
$958K +$12.3K +500 +1%