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FPF

First Trust Intermediate Duration Preferred & Income Fund

95 hedge funds and large institutions have $230M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

2% more capital invested

Capital invested by funds: $225M → $230M (+$4.85M)

0.12% more ownership

Funds ownership: 17.51%17.63% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.1M -$1.74M -79,800 -2%
Wells Fargo
2
Wells Fargo
California
$25.5M -$3.91M -179,829 -13%
PPA
3
Parametric Portfolio Associates
Washington
$13.5M -$9.81K -451 -0.1%
Invesco
4
Invesco
Georgia
$13.1M -$1.08M -49,619 -8%
BI
5
Bramshill Investments
Florida
$9.54M +$3.95M +181,673 +69%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.5M -$92.5K -4,256 -1%
Bank of America
7
Bank of America
North Carolina
$7.52M +$594K +27,313 +8%
UBS Group
8
UBS Group
Switzerland
$4.49M +$91.1K +4,191 +2%
Cohen & Steers
9
Cohen & Steers
New York
$3.52M +$148K +6,811 +4%
SCM
10
Sterneck Capital Management
Missouri
$3.4M +$14.1K +650 +0.4%
LPL Financial
11
LPL Financial
California
$3.17M +$186K +8,572 +6%
Ameriprise
12
Ameriprise
Minnesota
$3.16M -$19.4K -894 -0.6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.66M -$76.5K -3,518 -3%
Stifel Financial
14
Stifel Financial
Missouri
$2.04M -$17.4K -798 -0.8%
Truist Financial
15
Truist Financial
North Carolina
$1.97M -$95.1K -4,375 -5%
JG
16
Jefferies Group
New York
$1.96M +$612K +28,131 +45%
PPG
17
Peak Planning Group
Colorado
$1.89M +$1.91M +88,057 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$6.74K +310 +0.4%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$1.7M +$2.78K +128 +0.2%
IWM
20
IHT Wealth Management
Illinois
$1.67M +$252K +11,609 +18%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.61M +$103K +4,749 +7%
MC
22
Mathes Company
New York
$1.33M +$169K +7,750 +14%
SIA
23
Sit Investment Associates
Minnesota
$1.3M +$1.06M +48,584 +405%
CFG
24
Cooper Financial Group
California
$1.22M +$187K +8,581 +18%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.2M +$534K +24,570 +78%