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FPF

First Trust Intermediate Duration Preferred & Income Fund

91 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, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $190M → $225M (+$35M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

3% more funds holding

Funds holding: 8891 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 17.6%17.51% (-0.1%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.87%
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
26
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
$93.1M -$2.39M -118,857 -3%
Wells Fargo
2
Wells Fargo
California
$29.1M +$3.83M +190,491 +16%
Invesco
3
Invesco
Georgia
$14M -$3.2M -158,985 -19%
PPA
4
Parametric Portfolio Associates
Washington
$13.4M -$1.03M -51,353 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.51M +$313K +15,563 +4%
Bank of America
6
Bank of America
North Carolina
$6.87M -$324K -16,094 -5%
BI
7
Bramshill Investments
Florida
$5.59M +$1.45M +72,255 +38%
UBS Group
8
UBS Group
Switzerland
$4.36M +$283K +14,076 +7%
SCM
9
Sterneck Capital Management
Missouri
$3.35M -$30.2K -1,500 -0.9%
Cohen & Steers
10
Cohen & Steers
New York
$3.35M
Ameriprise
11
Ameriprise
Minnesota
$3.15M +$65.7K +3,269 +2%
LPL Financial
12
LPL Financial
California
$2.96M +$231K +11,500 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.71M -$853K -42,425 -25%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.11M +$1.8M +89,420 +935%
Truist Financial
15
Truist Financial
North Carolina
$2.04M +$1.47K +73 +0.1%
Stifel Financial
16
Stifel Financial
Missouri
$2.04M -$2.52M -125,457 -57%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.87M -$17K -845 -1%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$1.73M -$45.8K -2,278 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.5M -$292K -14,530 -17%
IWM
20
IHT Wealth Management
Illinois
$1.41M -$1.11M -54,990 -45%
IWP
21
Icon Wealth Partners
Texas
$1.18M
MC
22
Mathes Company
New York
$1.16M
RJA
23
Raymond James & Associates
Florida
$1.13M -$101K -5,022 -9%
CFG
24
Cooper Financial Group
California
$1.03M +$3.08K +153 +0.3%
MFG
25
Magnus Financial Group
New York
$904K +$92.5K +4,600 +12%