FPF

First Trust Intermediate Duration Preferred & Income Fund

93 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
32
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$92.1M 4,287,845 -79,800 -2%
Wells Fargo
2
Wells Fargo
California
$25.5M 1,187,673 -179,829 -13%
PPA
3
Parametric Portfolio Associates
Washington
$13.5M 626,915 -451 -0.1%
Invesco
4
Invesco
Georgia
$13.1M 607,578 -49,619 -8%
BI
5
Bramshill Investments
Florida
$9.54M 443,928 +181,673 +69%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.5M 395,325 -4,256 -1%
Bank of America
7
Bank of America
North Carolina
$7.52M 349,853 +27,313 +8%
UBS Group
8
UBS Group
Switzerland
$4.49M 208,898 +4,191 +2%
Cohen & Steers
9
Cohen & Steers
New York
$3.52M 163,932 +6,811 +4%
SCM
10
Sterneck Capital Management
Missouri
$3.4M 157,983 +650 +0.4%
LPL Financial
11
LPL Financial
California
$3.17M 147,456 +8,572 +6%
Ameriprise
12
Ameriprise
Minnesota
$3.16M 147,083 -894 -0.6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.66M 123,866 -3,518 -3%
Stifel Financial
14
Stifel Financial
Missouri
$2.04M 94,835 -798 -0.8%
Truist Financial
15
Truist Financial
North Carolina
$1.97M 91,563 -4,375 -5%
JG
16
Jefferies Group
New York
$1.96M 91,241 +28,131 +45%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.89M 88,049 +310 +0.4%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$1.7M 79,019 +128 +0.2%
IWM
19
IHT Wealth Management
Illinois
$1.67M 77,641 +11,609 +18%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.61M 74,915 +4,749 +7%
MC
21
Mathes Company
New York
$1.33M 61,950 +7,750 +14%
SIA
22
Sit Investment Associates
Minnesota
$1.3M 60,584 +48,584 +405%
CFG
23
Cooper Financial Group
California
$1.22M 56,834 +8,581 +18%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.2M 55,994 +24,570 +78%
IWP
25
Icon Wealth Partners
Texas
$1.14M 53,216 -1,957 -4%