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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $267M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $230M → $267M (+$36.5M)

6% more funds holding

Funds holding: 95101 (+6)

0.63% more ownership

Funds ownership: 17.63%18.26% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
31
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M -$1.39M -62,053 -1%
Wells Fargo
2
Wells Fargo
California
$25M -$3.37M -150,051 -13%
Invesco
3
Invesco
Georgia
$15.4M +$751K +33,483 +6%
BI
4
Bramshill Investments
Florida
$15.4M +$4.4M +196,201 +44%
PPA
5
Parametric Portfolio Associates
Washington
$14.5M -$542K -24,154 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.34M -$156K -6,948 -2%
LPL Financial
7
LPL Financial
California
$8.68M +$4.79M +213,383 +145%
Bank of America
8
Bank of America
North Carolina
$8.33M -$74.9K -3,338 -1%
UBS Group
9
UBS Group
Switzerland
$5.41M +$359K +16,025 +8%
Cohen & Steers
10
Cohen & Steers
New York
$4.86M +$854K +38,093 +23%
SCM
11
Sterneck Capital Management
Missouri
$3.86M +$58.1K +2,590 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.62M +$594K +26,467 +21%
Ameriprise
13
Ameriprise
Minnesota
$3.46M -$69.3K -3,090 -2%
PPG
14
Peak Planning Group
Colorado
$2.38M +$243K +10,820 +12%
Truist Financial
15
Truist Financial
North Carolina
$2.22M +$16K +713 +0.8%
Citigroup
16
Citigroup
New York
$2.21M +$1.65M +73,493 +398%
Stifel Financial
17
Stifel Financial
Missouri
$2.19M -$84K -3,744 -4%
JG
18
Jefferies Group
New York
$2.19M -$7.11K -317 -0.3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.1M -$13.1K -586 -0.7%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.93M +$116K +5,172 +7%
SIA
21
Sit Investment Associates
Minnesota
$1.41M -$47.1K -2,100 -3%
MC
22
Mathes Company
New York
$1.41M -$78.5K -3,500 -6%
FF
23
FourThought Financial
Florida
$1.39M +$1.3M +57,860 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.34M -$3.99K -178 -0.3%
IWM
25
IHT Wealth Management
Illinois
$1.29M -$534K -23,805 -31%