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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.39% more ownership

Funds ownership: 24.57%24.96% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 113110 (-3)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

45% less capital invested

Capital invested by funds: $438M → $239M (-$199M)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
41
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
$104M +$12.1M +688,192 +12%
Wells Fargo
2
Wells Fargo
California
$13.2M -$185K -10,558 -1%
Invesco
3
Invesco
Georgia
$12.2M -$1.01M -57,705 -7%
KIM
4
Karpus Investment Management
New York
$10.8M +$7.38M +421,392 +159%
LPL Financial
5
LPL Financial
California
$9.91M -$18.4K -1,051 -0.2%
Ameriprise
6
Ameriprise
Minnesota
$8.28M +$649K +37,076 +8%
Bank of America
7
Bank of America
North Carolina
$7.96M -$80.1K -4,576 -0.9%
PCM
8
Penserra Capital Management
California
$7.34M -$1.08M -61,587 -12%
Cohen & Steers
9
Cohen & Steers
New York
$6.74M -$107K -6,100 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.75M -$889K -50,775 -12%
SCM
11
Sterneck Capital Management
Missouri
$3.24M
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.17M +$567K +32,400 +19%
PPG
13
Peak Planning Group
Colorado
$2.75M +$130K +7,405 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.27M +$943K +53,832 +60%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.26M -$281K -16,059 -10%
UBS Group
16
UBS Group
Switzerland
$1.87M -$2.93M -167,544 -59%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.64M -$112K -6,378 -6%
PFA
18
Petra Financial Advisors
Colorado
$1.63M -$7.88K -450 -0.4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.57M +$38.9K +2,219 +2%
CF
20
Centaurus Financial
California
$1.49M -$65K -3,710 -4%
SFS
21
Shaker Financial Services
Virginia
$1.48M +$1.64M +93,683 New
CPRC
22
Consolidated Portfolio Review Corp
New York
$1.39M +$1.54M +88,147 New
DADC
23
D.A. Davidson & Co
Montana
$1.39M +$466K +26,601 +43%
PAS
24
Park Avenue Securities
New York
$1.38M -$59.7K -3,409 -4%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.32M -$29.3K -1,673 -2%