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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.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 8891 (+3)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

2.03% less ownership

Funds ownership: 18.91%16.88% (-2%)

9% less capital invested

Capital invested by funds: $249M → $228M (-$21.2M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.6M +$7.72M +355,030 +9%
Invesco
2
Invesco
Georgia
$20.8M +$3.06M +140,660 +17%
Wells Fargo
3
Wells Fargo
California
$15M -$2.68M -123,311 -15%
CWM
4
Cornerstone Wealth Management
Missouri
$9.9M +$4.04M +185,539 +320%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.54M +$1.04M +47,631 +12%
CS
6
Comerica Securities
Michigan
$7.21M -$428K -19,666 -6%
Bank of America
7
Bank of America
North Carolina
$6.11M -$774K -35,590 -11%
SCM
8
Sterneck Capital Management
Missouri
$4.93M -$254K -11,657 -5%
LPL Financial
9
LPL Financial
California
$4.59M -$107K -4,897 -2%
CIA
10
Capital Investment Advisors
Georgia
$4.2M +$409K +18,818 +11%
PPA
11
Parametric Portfolio Associates
Washington
$3.35M +$179K +8,242 +6%
IA
12
IFP Advisors
Florida
$2.95M +$792K +36,385 +36%
HWA
13
HCR Wealth Advisors
California
$2.61M -$26M -1,196,221 -99%
UBS Group
14
UBS Group
Switzerland
$2.56M -$64.6K -2,971 -2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.41M +$895K +41,144 +58%
Bessemer Group
16
Bessemer Group
New Jersey
$2.25M -$5.77M -265,000 -72%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.23M -$167K -7,680 -7%
Ameriprise
18
Ameriprise
Minnesota
$2.19M -$231K -10,610 -9%
VIM
19
Vista Investment Management
Pennsylvania
$1.98M +$102K +4,707 +5%
NMC
20
Nine Masts Capital
Hong Kong
$1.95M +$1.98M +90,900 New
CRC
21
Curi RMB Capital
Illinois
$1.46M -$1.39M -63,793 -49%
IWP
22
Icon Wealth Partners
Texas
$1.44M +$21.8K +1,000 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.42M +$426K +19,591 +43%
AG
24
Advisor Group
Arizona
$1.41M +$445K +20,466 +46%
BTS
25
BB&T Securities
Virginia
$1.4M +$82.8K +3,806 +6%