FPF

First Trust Intermediate Duration Preferred & Income Fund

90 hedge funds and large institutions have $225M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.1M 4,367,645 -118,857 -3%
Wells Fargo
2
Wells Fargo
California
$29.1M 1,367,502 +190,491 +16%
Invesco
3
Invesco
Georgia
$14M 657,197 -158,985 -19%
PPA
4
Parametric Portfolio Associates
Washington
$13.4M 627,366 -51,353 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.51M 399,581 +15,563 +4%
Bank of America
6
Bank of America
North Carolina
$6.87M 322,540 -16,094 -5%
BI
7
Bramshill Investments
Florida
$5.59M 262,255 +72,255 +38%
UBS Group
8
UBS Group
Switzerland
$4.36M 204,707 +14,076 +7%
SCM
9
Sterneck Capital Management
Missouri
$3.35M 157,333 -1,500 -0.9%
Cohen & Steers
10
Cohen & Steers
New York
$3.35M 157,121
Ameriprise
11
Ameriprise
Minnesota
$3.15M 147,977 +3,269 +2%
LPL Financial
12
LPL Financial
California
$2.96M 138,884 +11,500 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.72M 127,384 -42,425 -25%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.11M 98,986 +89,420 +935%
Truist Financial
15
Truist Financial
North Carolina
$2.04M 95,938 +73 +0.1%
Stifel Financial
16
Stifel Financial
Missouri
$2.04M 95,633 -125,457 -57%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.87M 87,739 -845 -1%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$1.73M 78,891 -2,278 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.5M 70,166 -14,530 -17%
IWM
20
IHT Wealth Management
Illinois
$1.41M 66,032 -54,990 -45%
IWP
21
Icon Wealth Partners
Texas
$1.18M 55,173
MC
22
Mathes Company
New York
$1.16M 54,200
RJA
23
Raymond James & Associates
Florida
$1.13M 52,862 -5,022 -9%
CFG
24
Cooper Financial Group
California
$1.03M 48,253 +153 +0.3%
MFG
25
Magnus Financial Group
New York
$904K 42,414 +4,600 +12%