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FPF

First Trust Intermediate Duration Preferred & Income Fund

86 hedge funds and large institutions have $265M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

19% more funds holding

Funds holding: 7286 (+14)

3% more capital invested

Capital invested by funds: $258M → $265M (+$7.09M)

0.71% more ownership

Funds ownership: 17.08%17.79% (+0.71%)

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
17
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
$106M +$5.63M +227,861 +6%
UBS Group
2
UBS Group
Switzerland
$24.8M +$106K +4,291 +0.4%
Wells Fargo
3
Wells Fargo
California
$16.8M +$1.89M +76,392 +12%
Invesco
4
Invesco
Georgia
$16.6M +$979K +39,629 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.9M +$489K +19,804 +4%
Bank of America
6
Bank of America
North Carolina
$11.1M -$191K -7,729 -2%
VIA
7
Vident Investment Advisory
Georgia
$8.73M +$929K +37,631 +12%
CS
8
Comerica Securities
Michigan
$7.24M -$196K -7,929 -3%
Bessemer Group
9
Bessemer Group
New Jersey
$6.53M -$4.44M -180,000 -40%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$5.88M
GC
11
Guggenheim Capital
Illinois
$4.37M -$875K -35,418 -17%
SI
12
SII Investments
Wisconsin
$2.96M +$300K +12,161 +11%
HWA
13
HCR Wealth Advisors
California
$2.62M
Ameriprise
14
Ameriprise
Minnesota
$2.56M +$419K +16,952 +19%
IA
15
IFP Advisors
Florida
$2.32M +$88.5K +3,586 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.9M +$319K +12,916 +20%
LPL Financial
17
LPL Financial
California
$1.8M +$617K +24,982 +51%
IWP
18
Icon Wealth Partners
Texas
$1.61M +$1.63M +65,920 New
CA
19
Cetera Advisors
Colorado
$1.59M +$1.62M +65,489 New
RJA
20
Raymond James & Associates
Florida
$1.47M -$290K -11,732 -16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.14M -$225K -9,113 -16%
SG Americas Securities
22
SG Americas Securities
New York
$1.08M +$473K +19,141 +77%
VIM
23
Vista Investment Management
Pennsylvania
$1.07M +$1.08M +43,775 New
NMC
24
Nine Masts Capital
Hong Kong
$1.01M +$1.03M +41,600 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$999K -$64.3K -2,604 -6%