FPF

First Trust Intermediate Duration Preferred & Income Fund

96 hedge funds and large institutions have $233M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
96
Holders Change
-11
Holders Change %
-10.28%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
33
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M 6,894,839 +333,261 +5%
Wells Fargo
2
Wells Fargo
California
$12.6M 810,936 -26,262 -3%
Invesco
3
Invesco
Georgia
$11.8M 762,013 -13,707 -2%
KIM
4
Karpus Investment Management
New York
$10.6M 680,619 -5,025 -0.7%
LPL Financial
5
LPL Financial
California
$10.3M 661,783 +33,525 +5%
Bank of America
6
Bank of America
North Carolina
$7.81M 503,847 -715 -0.1%
PCM
7
Penserra Capital Management
California
$7.69M 499,350 +31,121 +7%
Cohen & Steers
8
Cohen & Steers
New York
$6.62M 427,019
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.03M 388,974 +24,609 +7%
Ameriprise
10
Ameriprise
Minnesota
$4.54M 292,725 -236,990 -45%
SCM
11
Sterneck Capital Management
Missouri
$3.25M 209,845 +4,710 +2%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.12M 200,934
Osaic Holdings
13
Osaic Holdings
Arizona
$2.76M 177,673 +34,107 +24%
UBS Group
14
UBS Group
Switzerland
$2.05M 131,917 +13,218 +11%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.03M 131,013 -12,258 -9%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.98M 127,754 +81,923 +179%
CPRC
17
Consolidated Portfolio Review Corp
New York
$1.76M 113,729 +25,582 +29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.68M 108,280 +4,587 +4%
PFA
19
Petra Financial Advisors
Colorado
$1.61M 103,632 +117 +0.1%
DADC
20
D.A. Davidson & Co
Montana
$1.59M 102,517 +14,686 +17%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.58M 101,640 +2,352 +2%
SFS
22
Shaker Financial Services
Virginia
$1.54M 99,592 +5,909 +6%
CF
23
Centaurus Financial
California
$1.43M 92,295 -2,302 -2%
PAS
24
Park Avenue Securities
New York
$1.41M 90,996 +3,700 +4%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.3M 83,633