FPF

First Trust Intermediate Duration Preferred & Income Fund

104 hedge funds and large institutions have $332M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 20 closing their positions.

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M 4,687,580 +205,244 +5%
PPA
2
Parametric Portfolio Associates
Washington
$40.9M 1,668,028 +19,289 +1%
Wells Fargo
3
Wells Fargo
California
$26.7M 1,087,900 +73,708 +7%
Invesco
4
Invesco
Georgia
$16.7M 680,901 +3,780 +0.6%
LPL Financial
5
LPL Financial
California
$15.5M 632,567 +176,002 +39%
BI
6
Bramshill Investments
Florida
$11.1M 453,331 -79,426 -15%
Ameriprise
7
Ameriprise
Minnesota
$9.86M 395,732 +19,892 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.86M 360,824 -1,299 -0.4%
Cohen & Steers
9
Cohen & Steers
New York
$8.62M 351,208 +10,000 +3%
Bank of America
10
Bank of America
North Carolina
$7.92M 322,751 +4,254 +1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$6.73M 274,219 -22,195 -7%
UBS Group
12
UBS Group
Switzerland
$6.72M 274,002 +4,141 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.62M 147,429 +12,793 +10%
PCM
14
Penserra Capital Management
California
$3.22M 131,363 +1,815 +1%
SCM
15
Sterneck Capital Management
Missouri
$2.77M 112,679 +508 +0.5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.47M 100,452 +1,632 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.34M 95,317 +919 +1%
Truist Financial
18
Truist Financial
North Carolina
$2.19M 89,324 -5,742 -6%
Stifel Financial
19
Stifel Financial
Missouri
$1.83M 74,493 +1,152 +2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.78M 72,586 +4,850 +7%
IWP
21
Icon Wealth Partners
Texas
$1.52M 61,888 +16 +0%
IWM
22
IHT Wealth Management
Illinois
$1.49M 60,731 +3,096 +5%
RJA
23
Raymond James & Associates
Florida
$1.43M 58,240 +3,480 +6%
MC
24
Mathes Company
New York
$1.42M 57,950 +2,000 +4%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.37M 55,872 +1,361 +2%