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FPF

First Trust Intermediate Duration Preferred & Income Fund

105 hedge funds and large institutions have $335M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $331M → $335M (+$3.48M)

0.68% more ownership

Funds ownership: 21.79%22.48% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$115M +$5.11M +205,244 +5%
PPA
2
Parametric Portfolio Associates
Washington
$40.9M +$480K +19,289 +1%
Wells Fargo
3
Wells Fargo
California
$26.7M +$1.84M +73,708 +7%
Invesco
4
Invesco
Georgia
$16.7M +$94.1K +3,780 +0.6%
LPL Financial
5
LPL Financial
California
$15.5M +$4.38M +176,002 +39%
BI
6
Bramshill Investments
Florida
$11.1M -$1.98M -79,426 -15%
Ameriprise
7
Ameriprise
Minnesota
$9.86M +$495K +19,892 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.86M -$32.3K -1,299 -0.4%
Cohen & Steers
9
Cohen & Steers
New York
$8.62M +$249K +10,000 +3%
Bank of America
10
Bank of America
North Carolina
$7.92M +$106K +4,254 +1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$6.73M -$553K -22,195 -7%
UBS Group
12
UBS Group
Switzerland
$6.72M +$103K +4,141 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.62M +$319K +12,793 +10%
PCM
14
Penserra Capital Management
California
$3.22M +$45.2K +1,815 +1%
PPG
15
Peak Planning Group
Colorado
$3.2M +$271K +10,901 +9%
SCM
16
Sterneck Capital Management
Missouri
$2.77M +$12.7K +508 +0.5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.46M +$40.6K +1,632 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$22.9K +919 +1%
Truist Financial
19
Truist Financial
North Carolina
$2.19M -$143K -5,742 -6%
Stifel Financial
20
Stifel Financial
Missouri
$1.83M +$28.7K +1,152 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.78M +$121K +4,850 +7%
IWP
22
Icon Wealth Partners
Texas
$1.52M +$398 +16 +0%
IWM
23
IHT Wealth Management
Illinois
$1.49M +$77.1K +3,096 +5%
RJA
24
Raymond James & Associates
Florida
$1.43M +$86.7K +3,480 +6%
MC
25
Mathes Company
New York
$1.42M +$49.8K +2,000 +4%