FPF

First Trust Intermediate Duration Preferred & Income Fund

108 hedge funds and large institutions have $300M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
38
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 4,308,349 +82,557 +2%
PPA
2
Parametric Portfolio Associates
Washington
$42.9M 1,792,560 +1,189,799 +197%
Wells Fargo
3
Wells Fargo
California
$24.8M 1,034,002 -3,620 -0.3%
Invesco
4
Invesco
Georgia
$15.9M 661,892 +20,831 +3%
BI
5
Bramshill Investments
Florida
$10.1M 420,728 -219,401 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.42M 393,107 +4,730 +1%
LPL Financial
7
LPL Financial
California
$9.13M 381,350 +20,511 +6%
Bank of America
8
Bank of America
North Carolina
$8.01M 334,652 -11,863 -3%
Cohen & Steers
9
Cohen & Steers
New York
$7.93M 331,208 +129,183 +64%
UBS Group
10
UBS Group
Switzerland
$5.45M 227,414 +2,491 +1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$5.01M 209,248 +209,248 New
Osaic Holdings
12
Osaic Holdings
Arizona
$3.89M 162,541 +12,208 +8%
SCM
13
Sterneck Capital Management
Missouri
$3.81M 159,223 -1,350 -0.8%
Ameriprise
14
Ameriprise
Minnesota
$3.58M 149,492 +5,499 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.21M 92,255 +4,792 +5%
Truist Financial
16
Truist Financial
North Carolina
$2.17M 90,757 -1,519 -2%
JG
17
Jefferies Group
New York
$2.17M 90,447 -477 -0.5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2M 83,336 +3,249 +4%
LCM
19
Landscape Capital Management
New Jersey
$1.98M 82,498 +82,498 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.5M 62,622 +34,579 +123%
FF
21
FourThought Financial
Florida
$1.42M 59,400 +1,540 +3%
MC
22
Mathes Company
New York
$1.4M 58,450
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.37M 57,160 +1,344 +2%
Stifel Financial
24
Stifel Financial
Missouri
$1.28M 53,576 -37,515 -41%
IWM
25
IHT Wealth Management
Illinois
$1.2M 50,271 -3,565 -7%