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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $311M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

0.82% more ownership

Funds ownership: 22.48%23.29% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 105101 (-4)

7% less capital invested

Capital invested by funds: $335M → $311M (-$23.3M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
44
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$9.28M +416,786 +9%
PPA
2
Parametric Portfolio Associates
Washington
$37.9M +$1.22M +54,597 +3%
Wells Fargo
3
Wells Fargo
California
$20.3M -$3.63M -162,853 -15%
Invesco
4
Invesco
Georgia
$16.8M +$1.88M +84,569 +12%
LPL Financial
5
LPL Financial
California
$12.1M -$1.8M -81,062 -13%
BI
6
Bramshill Investments
Florida
$9.99M +$23.9K +1,075 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$9.84M +$1.14M +51,168 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.09M +$160K +7,178 +2%
Cohen & Steers
9
Cohen & Steers
New York
$7.83M +$111K +5,000 +1%
Bank of America
10
Bank of America
North Carolina
$7.41M +$312K +14,025 +4%
UBS Group
11
UBS Group
Switzerland
$6.17M +$140K +6,304 +2%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$5.62M -$414K -18,618 -7%
PCM
13
Penserra Capital Management
California
$5.01M +$2.14M +96,306 +73%
SCM
14
Sterneck Capital Management
Missouri
$3.49M +$1.02M +45,939 +41%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.12M -$124K -5,586 -4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.08M +$1,000K +44,915 +47%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.1M -$110K -4,922 -5%
MFG
18
Magnus Financial Group
New York
$1.93M +$1.02M +45,729 +109%
Truist Financial
19
Truist Financial
North Carolina
$1.91M -$54.8K -2,461 -3%
IWM
20
IHT Wealth Management
Illinois
$1.77M +$445K +19,993 +33%
Stifel Financial
21
Stifel Financial
Missouri
$1.74M +$103K +4,616 +6%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.46M +$232K +10,421 +19%
RJA
23
Raymond James & Associates
Florida
$1.34M +$62.5K +2,810 +5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.32M -$278K -12,504 -17%
IWP
25
Icon Wealth Partners
Texas
$1.31M -$55.2K -2,482 -4%