FPF

First Trust Intermediate Duration Preferred & Income Fund

87 hedge funds and large institutions have $249M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94M 3,985,176 +130,844 +3%
UBS Group
2
UBS Group
Switzerland
$25.7M 1,089,214 +47,620 +5%
Wells Fargo
3
Wells Fargo
California
$22.5M 952,523 +9,475 +1%
Invesco
4
Invesco
Georgia
$19.1M 809,090 +39,934 +5%
PPA
5
Parametric Portfolio Associates
Washington
$13.7M 581,860 +48,831 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.95M 379,303 +9,443 +3%
Bank of America
7
Bank of America
North Carolina
$8.5M 360,285 +11,831 +3%
LPL Financial
8
LPL Financial
California
$4.08M 172,807 -20,294 -11%
SCM
9
Sterneck Capital Management
Missouri
$3.68M 155,798 -10,413 -6%
Stifel Financial
10
Stifel Financial
Missouri
$2.99M 127,953 -10,881 -8%
SFS
11
Shaker Financial Services
Virginia
$2.92M 123,671 +92,026 +291%
Ameriprise
12
Ameriprise
Minnesota
$2.86M 121,385 -31,989 -21%
IWM
13
IHT Wealth Management
Illinois
$2.77M 117,552 -1,036 -0.9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.6M 110,000 +20,000 +22%
Truist Financial
15
Truist Financial
North Carolina
$2.4M 101,746 +101,746 New
LCM
16
Landscape Capital Management
New Jersey
$2.25M 95,224 +95,224 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.79M 75,989 -69,445 -48%
RJA
18
Raymond James & Associates
Florida
$1.79M 75,882 +969 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.78M 75,552 -3,222 -4%
AG
20
Advisor Group
Arizona
$1.74M 73,904 -541 -0.7%
Cohen & Steers
21
Cohen & Steers
New York
$1.62M 68,475
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.56M 66,172 +10,619 +19%
RCM
23
Rivernorth Capital Management
Florida
$1.37M 58,023 +58,023 New
IWP
24
Icon Wealth Partners
Texas
$1.31M 55,673 -2,200 -4%
MC
25
Mathes Company
New York
$1.09M 46,200