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FPF

First Trust Intermediate Duration Preferred & Income Fund

84 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

1.8% less ownership

Funds ownership: 17.79%15.98% (-1.8%)

2% less funds holding

Funds holding: 8684 (-2)

14% less capital invested

Capital invested by funds: $265M → $228M (-$37.1M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
34
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$99.2M -$2.08M -89,282 -2%
Wells Fargo
2
Wells Fargo
California
$19M +$3.02M +129,518 +19%
Invesco
3
Invesco
Georgia
$15.9M +$37K +1,586 +0.2%
Bank of America
4
Bank of America
North Carolina
$9.67M -$913K -39,114 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.65M -$3.7M -158,451 -30%
Bessemer Group
6
Bessemer Group
New Jersey
$8.59M +$2.36M +101,266 +38%
CS
7
Comerica Securities
Michigan
$7.98M +$1.12M +48,169 +16%
LPL Financial
8
LPL Financial
California
$5.85M +$4.15M +177,754 +241%
GC
9
Guggenheim Capital
Illinois
$4.34M +$170K +7,291 +4%
CIA
10
Capital Investment Advisors
Georgia
$3.38M +$3.07M +131,685 +973%
SCM
11
Sterneck Capital Management
Missouri
$2.92M +$2.51M +107,503 +600%
UBS Group
12
UBS Group
Switzerland
$2.78M -$21M -899,769 -88%
Ameriprise
13
Ameriprise
Minnesota
$2.75M +$301K +12,899 +12%
HWA
14
HCR Wealth Advisors
California
$2.64M -$13.8K -590 -3%
IA
15
IFP Advisors
Florida
$2.32M
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.3M +$489K +20,935 +27%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.64M +$861K +36,908 +109%
CRC
18
Curi RMB Capital
Illinois
$1.64M +$1.64M +70,352 New
VIM
19
Vista Investment Management
Pennsylvania
$1.59M +$570K +24,413 +56%
IWP
20
Icon Wealth Partners
Texas
$1.53M
DA
21
Doliver Advisors
Texas
$1.51M +$1.51M +64,732 New
RJA
22
Raymond James & Associates
Florida
$1.22M -$189K -8,083 -13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.08M -$9.24K -396 -0.8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.06M +$111K +4,738 +12%
Millennium Management
25
Millennium Management
New York
$975K +$295K +12,623 +43%