FPF

First Trust Intermediate Duration Preferred & Income Fund

88 hedge funds and large institutions have $249M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
13
Increased
34
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86M 3,984,368 -280,914 -7%
HWA
2
HCR Wealth Advisors
California
$25.9M 1,211,521 +1,194,472 +7,006%
Invesco
3
Invesco
Georgia
$17.8M 826,277 +142,416 +21%
Wells Fargo
4
Wells Fargo
California
$17.7M 819,919 +2,392 +0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.53M 394,857 +22,868 +6%
Bessemer Group
6
Bessemer Group
New Jersey
$7.98M 369,371
CS
7
Comerica Securities
Michigan
$7.65M 354,152 +10,917 +3%
Bank of America
8
Bank of America
North Carolina
$6.89M 318,897 -96,699 -23%
BI
9
Bramshill Investments
Florida
$6.03M 279,135 +279,135 New
SCM
10
Sterneck Capital Management
Missouri
$5.19M 240,398 +114,963 +92%
LPL Financial
11
LPL Financial
California
$4.7M 217,781 -33,734 -13%
CIA
12
Capital Investment Advisors
Georgia
$3.8M 175,850 +30,630 +21%
PPA
13
Parametric Portfolio Associates
Washington
$3.18M 147,081 +147,081 New
CRC
14
Curi RMB Capital
Illinois
$2.84M 131,465 +61,113 +87%
DA
15
Doliver Advisors
Texas
$2.8M 129,755 +65,023 +100%
CWM
16
Cornerstone Wealth Management
Missouri
$2.69M 57,940 +44,472 +330%
UBS Group
17
UBS Group
Switzerland
$2.63M 121,707 +2,155 +2%
Ameriprise
18
Ameriprise
Minnesota
$2.43M 112,415 -5,585 -5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.4M 111,223 +12,334 +12%
IA
20
IFP Advisors
Florida
$2.17M 100,446 +5,302 +6%
VIM
21
Vista Investment Management
Pennsylvania
$1.89M 87,306 +19,118 +28%
RCM
22
Rivernorth Capital Management
Florida
$1.7M 78,750 +78,750 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.64M 70,663
IWP
24
Icon Wealth Partners
Texas
$1.42M 65,920
BTS
25
BB&T Securities
Virginia
$1.32M 61,234 +26,510 +76%