We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $266M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 23.29%23.36% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 101100 (-1)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

15% less capital invested

Capital invested by funds: $311M → $266M (-$45.9M)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
33
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$124M +$30.1M +1,536,252 +30%
Wells Fargo
2
Wells Fargo
California
$18.8M +$1.54M +78,772 +9%
Invesco
3
Invesco
Georgia
$14.3M -$26K -1,328 -0.2%
LPL Financial
4
LPL Financial
California
$10.3M -$20.8K -1,065 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$8.29M -$60.5K -3,090 -0.7%
BI
6
Bramshill Investments
Florida
$8.15M -$352K -17,986 -4%
UBS Group
7
UBS Group
Switzerland
$7.13M +$1.98M +101,196 +36%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.93M +$54.3K +2,773 +0.8%
Cohen & Steers
9
Cohen & Steers
New York
$6.65M
Bank of America
10
Bank of America
North Carolina
$6.22M -$76.3K -3,900 -1%
PCM
11
Penserra Capital Management
California
$4.18M -$73.1K -3,735 -2%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$3.91M -$907K -46,337 -18%
SCM
13
Sterneck Capital Management
Missouri
$3.04M +$85.9K +4,388 +3%
PPG
14
Peak Planning Group
Colorado
$2.92M +$3.06M +156,223 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.56M -$64.2K -3,281 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.52M -$132K -6,769 -5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.74M -$44.9K -2,293 -2%
Truist Financial
18
Truist Financial
North Carolina
$1.63M +$9.1K +465 +0.5%
MFG
19
Magnus Financial Group
New York
$1.59M -$53.2K -2,717 -3%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.51M +$286K +14,593 +22%
IWM
21
IHT Wealth Management
Illinois
$1.47M -$41K -2,093 -3%
Stifel Financial
22
Stifel Financial
Missouri
$1.47M -$10.2K -519 -0.7%
RJA
23
Raymond James & Associates
Florida
$1.16M +$21.4K +1,093 +2%
FF
24
FourThought Financial
Florida
$1.1M +$128K +6,543 +12%
MC
25
Mathes Company
New York
$1.08M