FPF

First Trust Intermediate Duration Preferred & Income Fund

107 hedge funds and large institutions have $235M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 6,561,578 +688,192 +12%
Wells Fargo
2
Wells Fargo
California
$13.2M 837,198 -10,558 -1%
Invesco
3
Invesco
Georgia
$12.2M 775,720 -57,705 -7%
KIM
4
Karpus Investment Management
New York
$10.8M 685,644 +421,392 +159%
LPL Financial
5
LPL Financial
California
$9.91M 628,258 -1,051 -0.2%
Ameriprise
6
Ameriprise
Minnesota
$8.28M 529,715 +37,076 +8%
Bank of America
7
Bank of America
North Carolina
$7.96M 504,562 -4,576 -0.9%
PCM
8
Penserra Capital Management
California
$7.34M 468,229 -61,587 -12%
Cohen & Steers
9
Cohen & Steers
New York
$6.74M 427,019 -6,100 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.75M 364,365 -50,775 -12%
SCM
11
Sterneck Capital Management
Missouri
$3.24M 205,135
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.17M 200,934 +32,400 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.27M 143,566 +53,832 +60%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$2.26M 143,271 -16,059 -10%
UBS Group
15
UBS Group
Switzerland
$1.87M 118,699 -167,544 -59%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.64M 103,693 -6,378 -6%
PFA
17
Petra Financial Advisors
Colorado
$1.63M 103,515 -450 -0.4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.57M 99,288 +2,219 +2%
CF
19
Centaurus Financial
California
$1.49M 94,597 -3,710 -4%
SFS
20
Shaker Financial Services
Virginia
$1.48M 93,683 +93,683 New
CPRC
21
Consolidated Portfolio Review Corp
New York
$1.39M 88,147 +88,147 New
DADC
22
D.A. Davidson & Co
Montana
$1.39M 87,831 +26,601 +43%
PAS
23
Park Avenue Securities
New York
$1.38M 87,296 -3,409 -4%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.32M 83,633 -1,673 -2%
Truist Financial
25
Truist Financial
North Carolina
$1.29M 81,892 -1,874 -2%