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FPF

First Trust Intermediate Duration Preferred & Income Fund

88 hedge funds and large institutions have $190M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 8788 (+1)

0.21% more ownership

Funds ownership: 17.39%17.6% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $249M → $190M (-$59M)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
30
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80M +$11.2M +501,326 +13%
Wells Fargo
2
Wells Fargo
California
$21M +$5M +224,488 +24%
Invesco
3
Invesco
Georgia
$14.6M +$158K +7,092 +0.9%
PPA
4
Parametric Portfolio Associates
Washington
$12.1M +$2.16M +96,859 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.85M +$105K +4,715 +1%
Bank of America
6
Bank of America
North Carolina
$6.04M -$482K -21,651 -6%
Stifel Financial
7
Stifel Financial
Missouri
$3.94M +$2.07M +93,137 +73%
UBS Group
8
UBS Group
Switzerland
$3.4M -$20M -898,583 -82%
BI
9
Bramshill Investments
Florida
$3.39M +$4.23M +190,000 New
SCM
10
Sterneck Capital Management
Missouri
$2.83M +$67.6K +3,035 +2%
Cohen & Steers
11
Cohen & Steers
New York
$2.8M +$1.97M +88,646 +129%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.6M +$3.78M +169,809 New
Ameriprise
13
Ameriprise
Minnesota
$2.52M +$519K +23,323 +19%
LPL Financial
14
LPL Financial
California
$2.27M -$1.01M -45,423 -26%
IWM
15
IHT Wealth Management
Illinois
$2.16M +$77.3K +3,470 +3%
Truist Financial
16
Truist Financial
North Carolina
$1.71M -$131K -5,881 -6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$290K +13,032 +17%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.51M +$413K +18,524 +28%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$1.45M +$1.7M +76,334 +1,579%
RJA
20
Raymond James & Associates
Florida
$1.03M -$401K -17,998 -24%
IWP
21
Icon Wealth Partners
Texas
$984K -$11.1K -500 -0.9%
MC
22
Mathes Company
New York
$967K +$178K +8,000 +17%
CFG
23
Cooper Financial Group
California
$858K +$1.07M +48,100 New
APW
24
Aurora Private Wealth
New Jersey
$708K +$415K +18,631 +89%
MFG
25
Magnus Financial Group
New York
$675K +$842K +37,814 New