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FPF

First Trust Intermediate Duration Preferred & Income Fund

88 hedge funds and large institutions have $243M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

1% more funds holding

Funds holding: 8788 (+1)

0% more capital invested

Capital invested by funds: $242M → $243M (+$285K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 18.07%17.54% (-0.53%)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
30
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$83.7M -$4.89M -219,414 -6%
UBS Group
2
UBS Group
Switzerland
$24.4M +$448K +20,116 +2%
Wells Fargo
3
Wells Fargo
California
$18.2M -$932K -41,851 -5%
Invesco
4
Invesco
Georgia
$18.1M -$2.31M -103,557 -12%
PPA
5
Parametric Portfolio Associates
Washington
$11M +$2.36M +105,885 +28%
VIA
6
Vident Investment Advisory
Georgia
$10.1M +$197K +8,825 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.01M -$770K -34,560 -9%
Stifel Financial
8
Stifel Financial
Missouri
$6.65M +$155K +6,970 +2%
Bank of America
9
Bank of America
North Carolina
$5.74M -$6.19K -278 -0.1%
LPL Financial
10
LPL Financial
California
$5.32M -$50.9K -2,285 -1%
SCM
11
Sterneck Capital Management
Missouri
$4.17M -$438K -19,656 -10%
Ameriprise
12
Ameriprise
Minnesota
$3.38M +$533K +23,927 +19%
Cohen & Steers
13
Cohen & Steers
New York
$3.23M +$2.68M +120,392 +557%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.16M -$47.8K -2,146 -2%
SIA
15
Sit Investment Associates
Minnesota
$2.4M -$1.33M -59,600 -36%
BTS
16
BB&T Securities
Virginia
$2.32M +$97K +4,353 +4%
IWM
17
IHT Wealth Management
Illinois
$2.29M +$1.08M +48,658 +94%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.05M
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.98M +$140K +6,284 +8%
VIM
20
Vista Investment Management
Pennsylvania
$1.85M -$490 -22 -0%
AG
21
Advisor Group
Arizona
$1.67M -$24.9K -1,118 -1%
RJA
22
Raymond James & Associates
Florida
$1.61M -$216K -9,678 -12%
IWP
23
Icon Wealth Partners
Texas
$1.32M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.16M +$249K +11,197 +28%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.16M -$372K -16,685 -25%