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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.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

5% more funds holding

Funds holding: 8387 (+4)

0.01% more ownership

Funds ownership: 17.39%17.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $250M → $249M (-$397K)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.71%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94M +$3.11M +130,844 +3%
UBS Group
2
UBS Group
Switzerland
$25.7M +$1.13M +47,620 +5%
Wells Fargo
3
Wells Fargo
California
$22.5M +$225K +9,475 +1%
Invesco
4
Invesco
Georgia
$19.1M +$950K +39,934 +5%
PPA
5
Parametric Portfolio Associates
Washington
$13.7M +$1.16M +48,831 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.95M +$225K +9,443 +3%
Bank of America
7
Bank of America
North Carolina
$8.5M +$281K +11,831 +3%
LPL Financial
8
LPL Financial
California
$4.08M -$483K -20,294 -11%
SCM
9
Sterneck Capital Management
Missouri
$3.67M -$248K -10,413 -6%
Stifel Financial
10
Stifel Financial
Missouri
$2.99M -$259K -10,881 -8%
SFS
11
Shaker Financial Services
Virginia
$2.92M +$2.19M +92,026 +291%
Ameriprise
12
Ameriprise
Minnesota
$2.86M -$761K -31,989 -21%
IWM
13
IHT Wealth Management
Illinois
$2.77M -$24.6K -1,036 -0.9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.6M +$476K +20,000 +22%
Truist Financial
15
Truist Financial
North Carolina
$2.4M +$2.42M +101,746 New
LCM
16
Landscape Capital Management
New Jersey
$2.25M +$2.26M +95,224 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.79M -$1.65M -69,445 -48%
RJA
18
Raymond James & Associates
Florida
$1.79M +$23K +969 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$76.6K -3,222 -4%
AG
20
Advisor Group
Arizona
$1.74M -$12.9K -541 -0.7%
Cohen & Steers
21
Cohen & Steers
New York
$1.61M
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.56M +$253K +10,619 +19%
RCM
23
Rivernorth Capital Management
Florida
$1.37M +$1.38M +58,023 New
IWP
24
Icon Wealth Partners
Texas
$1.31M -$52.3K -2,200 -4%
MC
25
Mathes Company
New York
$1.09M