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FPF

First Trust Intermediate Duration Preferred & Income Fund

83 hedge funds and large institutions have $250M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $243M → $250M (+$7.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 17.54%17.39% (-0.15%)

6% less funds holding

Funds holding: 8883 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91.1M +$4.04M +174,198 +5%
UBS Group
2
UBS Group
Switzerland
$24.6M -$672K -28,964 -3%
Wells Fargo
3
Wells Fargo
California
$22.3M +$3.32M +143,007 +18%
Invesco
4
Invesco
Georgia
$18.2M -$609K -26,238 -3%
PPA
5
Parametric Portfolio Associates
Washington
$12.6M +$1.16M +49,894 +10%
VIA
6
Vident Investment Advisory
Georgia
$11.1M +$615K +26,475 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.74M +$409K +17,634 +5%
Bank of America
8
Bank of America
North Carolina
$8.24M +$2.24M +96,369 +38%
LPL Financial
9
LPL Financial
California
$4.57M -$946K -40,751 -17%
SCM
10
Sterneck Capital Management
Missouri
$3.93M -$397K -17,120 -9%
Ameriprise
11
Ameriprise
Minnesota
$3.63M +$112K +4,811 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.44M +$152K +6,554 +5%
Stifel Financial
13
Stifel Financial
Missouri
$3.25M -$3.56M -153,451 -53%
IWM
14
IHT Wealth Management
Illinois
$2.81M +$425K +18,301 +18%
BTS
15
BB&T Securities
Virginia
$2.41M +$1.81K +78 +0.1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$2.13M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.86M -$196K -8,447 -10%
RJA
18
Raymond James & Associates
Florida
$1.77M +$96.5K +4,157 +6%
AG
19
Advisor Group
Arizona
$1.76M +$23.1K +993 +1%
Cohen & Steers
20
Cohen & Steers
New York
$1.62M -$1.71M -73,536 -52%
IWP
21
Icon Wealth Partners
Texas
$1.37M
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.31M +$109K +4,678 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.29M +$86.6K +3,729 +7%
MC
24
Mathes Company
New York
$1.09M +$23.2K +1,000 +2%
OC
25
Oppenheimer & Co
New York
$967K -$96.2K -4,145 -9%