FPF

First Trust Intermediate Duration Preferred & Income Fund

91 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
16
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.6M 4,339,398 +355,030 +9%
Invesco
2
Invesco
Georgia
$20.8M 966,937 +140,660 +17%
Wells Fargo
3
Wells Fargo
California
$15M 696,608 -123,311 -15%
CWM
4
Cornerstone Wealth Management
Missouri
$9.91M 243,479 +185,539 +320%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.54M 442,488 +47,631 +12%
CS
6
Comerica Securities
Michigan
$7.21M 334,486 -19,666 -6%
Bank of America
7
Bank of America
North Carolina
$6.11M 283,307 -35,590 -11%
SCM
8
Sterneck Capital Management
Missouri
$4.93M 228,741 -11,657 -5%
LPL Financial
9
LPL Financial
California
$4.59M 212,884 -4,897 -2%
CIA
10
Capital Investment Advisors
Georgia
$4.2M 194,668 +18,818 +11%
PPA
11
Parametric Portfolio Associates
Washington
$3.35M 155,323 +8,242 +6%
IA
12
IFP Advisors
Florida
$2.95M 136,831 +36,385 +36%
HWA
13
HCR Wealth Advisors
California
$2.61M 15,300 -1,196,221 -99%
UBS Group
14
UBS Group
Switzerland
$2.56M 118,736 -2,971 -2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.41M 111,807 +41,144 +58%
Bessemer Group
16
Bessemer Group
New Jersey
$2.25M 104,371 -265,000 -72%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.23M 103,543 -7,680 -7%
Ameriprise
18
Ameriprise
Minnesota
$2.2M 101,805 -10,610 -9%
VIM
19
Vista Investment Management
Pennsylvania
$1.98M 92,013 +4,707 +5%
NMC
20
Nine Masts Capital
Hong Kong
$1.95M 90,900 +90,900 New
CRC
21
Curi RMB Capital
Illinois
$1.46M 67,672 -63,793 -49%
IWP
22
Icon Wealth Partners
Texas
$1.44M 66,920 +1,000 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.42M 65,612 +19,591 +43%
AG
24
Advisor Group
Arizona
$1.41M 65,316 +20,466 +46%
BTS
25
BB&T Securities
Virginia
$1.4M 65,040 +3,806 +6%