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FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $232M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 23.36%22.95% (-0.41%)

13% less capital invested

Capital invested by funds: $266M → $232M (-$34M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$104M -$6.76M -357,387 -5%
Wells Fargo
2
Wells Fargo
California
$15.3M -$1.53M -80,996 -8%
Invesco
3
Invesco
Georgia
$12.6M -$135K -7,153 -0.9%
LPL Financial
4
LPL Financial
California
$8.25M -$996K -52,691 -10%
PCM
5
Penserra Capital Management
California
$7.94M +$4.88M +258,278 +115%
Ameriprise
6
Ameriprise
Minnesota
$7.57M +$239K +12,633 +3%
Bank of America
7
Bank of America
North Carolina
$7.49M +$2.25M +118,950 +36%
BI
8
Bramshill Investments
Florida
$6.84M -$451K -23,865 -5%
Cohen & Steers
9
Cohen & Steers
New York
$6.43M +$599K +31,685 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.88M -$299K -15,813 -4%
UBS Group
11
UBS Group
Switzerland
$5.17M -$1.32M -69,726 -18%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$3.26M -$242K -12,792 -6%
SCM
13
Sterneck Capital Management
Missouri
$2.73M +$36K +1,901 +1%
PPG
14
Peak Planning Group
Colorado
$2.71M +$133K +7,013 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.11M -$151K -8,005 -6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.6M +$62.1K +3,283 +4%
Stifel Financial
17
Stifel Financial
Missouri
$1.36M +$65.6K +3,469 +4%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.34M -$3.75K -198 -0.2%
Truist Financial
19
Truist Financial
North Carolina
$1.32M -$150K -7,930 -9%
IWM
20
IHT Wealth Management
Illinois
$1.24M -$68.9K -3,645 -5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$1.39M -73,423 -54%
FF
22
FourThought Financial
Florida
$1.03M +$63.2K +3,341 +6%
DADC
23
D.A. Davidson & Co
Montana
$994K +$294K +15,553 +35%
RJA
24
Raymond James & Associates
Florida
$972K -$66.5K -3,516 -6%
LSC
25
Logan Stone Capital
Illinois
$968K +$1.1M +58,409 New