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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $267M → $303M (+$35.9M)

8% more funds holding

Funds holding: 101109 (+8)

2.54% more ownership

Funds ownership: 18.26%20.79% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
39
Reduced
31
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
$103M +$1.94M +82,557 +2%
PPA
2
Parametric Portfolio Associates
Washington
$42.9M +$27.9M +1,189,799 +197%
Wells Fargo
3
Wells Fargo
California
$24.8M -$84.9K -3,620 -0.3%
Invesco
4
Invesco
Georgia
$15.9M +$489K +20,831 +3%
BI
5
Bramshill Investments
Florida
$10.1M -$5.15M -219,401 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.41M +$111K +4,730 +1%
LPL Financial
7
LPL Financial
California
$9.13M +$481K +20,511 +6%
Bank of America
8
Bank of America
North Carolina
$8.01M -$278K -11,863 -3%
Cohen & Steers
9
Cohen & Steers
New York
$7.93M +$3.03M +129,183 +64%
UBS Group
10
UBS Group
Switzerland
$5.45M +$58.4K +2,491 +1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$5.01M +$4.91M +209,248 New
Osaic Holdings
12
Osaic Holdings
Arizona
$3.89M +$286K +12,208 +8%
SCM
13
Sterneck Capital Management
Missouri
$3.81M -$31.7K -1,350 -0.8%
Ameriprise
14
Ameriprise
Minnesota
$3.58M +$129K +5,499 +4%
PPG
15
Peak Planning Group
Colorado
$2.42M +$52.6K +2,243 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$112K +4,792 +5%
Truist Financial
17
Truist Financial
North Carolina
$2.17M -$35.6K -1,519 -2%
JG
18
Jefferies Group
New York
$2.17M -$11.2K -477 -0.5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2M +$76.2K +3,249 +4%
LCM
20
Landscape Capital Management
New Jersey
$1.98M +$1.94M +82,498 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.5M +$811K +34,579 +123%
FF
22
FourThought Financial
Florida
$1.42M +$36.1K +1,540 +3%
MC
23
Mathes Company
New York
$1.4M
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.37M +$31.5K +1,344 +2%
Stifel Financial
25
Stifel Financial
Missouri
$1.28M -$880K -37,515 -41%