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FPF

First Trust Intermediate Duration Preferred & Income Fund

87 hedge funds and large institutions have $242M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $216M → $242M (+$26.7M)

0.36% more ownership

Funds ownership: 17.71%18.07% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 9387 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$85M +$97.8K +4,610 +0.1%
UBS Group
2
UBS Group
Switzerland
$22.9M +$20.2M +954,300 +993%
Invesco
3
Invesco
Georgia
$19.6M -$640K -30,183 -3%
Wells Fargo
4
Wells Fargo
California
$18.4M +$1.03M +48,365 +6%
VIA
5
Vident Investment Advisory
Georgia
$9.47M +$9.21M +434,285 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.44M -$2.75M -129,633 -25%
PPA
7
Parametric Portfolio Associates
Washington
$8.23M +$1.92M +90,573 +32%
Stifel Financial
8
Stifel Financial
Missouri
$6.22M +$150K +7,095 +3%
Bank of America
9
Bank of America
North Carolina
$5.5M -$1.82M -85,655 -25%
LPL Financial
10
LPL Financial
California
$5.15M +$592K +27,934 +13%
CIA
11
Capital Investment Advisors
Georgia
$4.99M +$335K +15,772 +7%
SCM
12
Sterneck Capital Management
Missouri
$4.43M -$154K -7,244 -3%
SIA
13
Sit Investment Associates
Minnesota
$3.6M +$454K +21,400 +15%
HWA
14
HCR Wealth Advisors
California
$3.08M +$16.2K +763 +5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.08M +$361K +17,033 +14%
Ameriprise
16
Ameriprise
Minnesota
$2.72M +$292K +13,779 +12%
BTS
17
BB&T Securities
Virginia
$2.13M +$272K +12,836 +15%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.96M +$1.91M +90,000 New
VIM
19
Vista Investment Management
Pennsylvania
$1.78M +$28K +1,320 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$3.92K +185 +0.2%
RJA
21
Raymond James & Associates
Florida
$1.75M +$27.7K +1,305 +2%
AG
22
Advisor Group
Arizona
$1.63M +$17.3K +815 +1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.47M +$112K +5,262 +8%
IWP
24
Icon Wealth Partners
Texas
$1.26M -$192K -9,047 -14%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.22M -$246K -11,591 -17%