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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $331M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

1.11% more ownership

Funds ownership: 20.69%21.79% (+1.1%)

5% more capital invested

Capital invested by funds: $316M → $331M (+$15.4M)

0% more funds holding

Funds holding: 110110 (0)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$3.4M +132,718 +3%
PPA
2
Parametric Portfolio Associates
Washington
$41.3M -$1.21M -47,127 -3%
Wells Fargo
3
Wells Fargo
California
$25.4M -$894K -34,929 -3%
Invesco
4
Invesco
Georgia
$16.9M -$291K -11,381 -2%
BI
5
Bramshill Investments
Florida
$13.3M +$1.24M +48,413 +10%
LPL Financial
6
LPL Financial
California
$11.4M +$3.27M +127,707 +39%
Ameriprise
7
Ameriprise
Minnesota
$9.37M +$5.78M +225,618 +150%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.06M -$1.02M -39,834 -10%
Cohen & Steers
9
Cohen & Steers
New York
$8.54M +$256K +10,000 +3%
Bank of America
10
Bank of America
North Carolina
$7.97M -$74.9K -2,925 -0.9%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$7.42M +$829K +32,381 +12%
UBS Group
12
UBS Group
Switzerland
$6.75M +$645K +25,209 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.37M -$303K -11,839 -8%
PCM
14
Penserra Capital Management
California
$3.24M +$3.32M +129,548 New
PPG
15
Peak Planning Group
Colorado
$2.99M +$3.06M +119,427 New
SCM
16
Sterneck Capital Management
Missouri
$2.81M -$795K -31,068 -22%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.47M +$345K +13,472 +16%
Truist Financial
18
Truist Financial
North Carolina
$2.38M -$174K -6,795 -7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.36M +$188K +7,354 +8%
Stifel Financial
20
Stifel Financial
Missouri
$1.83M +$454K +17,721 +32%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.69M
JG
22
Jefferies Group
New York
$1.65M -$21K -822 -1%
IWP
23
Icon Wealth Partners
Texas
$1.55M +$384 +15 +0%
IWM
24
IHT Wealth Management
Illinois
$1.44M +$96.8K +3,782 +7%
MC
25
Mathes Company
New York
$1.4M -$64K -2,500 -4%