FPF

First Trust Intermediate Duration Preferred & Income Fund

104 hedge funds and large institutions have $236M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M 7,028,382 +133,543 +2%
Wells Fargo
2
Wells Fargo
California
$11.7M 787,925 -23,011 -3%
Invesco
3
Invesco
Georgia
$10.8M 726,766 -35,247 -5%
KIM
4
Karpus Investment Management
New York
$10.1M 677,947 -2,672 -0.4%
LPL Financial
5
LPL Financial
California
$9.29M 623,535 -38,248 -6%
PCM
6
Penserra Capital Management
California
$9.11M 615,726 +116,376 +23%
Bank of America
7
Bank of America
North Carolina
$7.67M 514,748 +10,901 +2%
Cohen & Steers
8
Cohen & Steers
New York
$6.21M 417,019 -10,000 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.84M 392,199 +3,225 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$5.27M 351,992 +59,267 +20%
SCM
11
Saba Capital Management
New York
$3.6M 241,846 +241,846 New
Osaic Holdings
12
Osaic Holdings
Arizona
$3.24M 217,237 +39,564 +22%
SCM
13
Sterneck Capital Management
Missouri
$2.95M 197,656 -12,189 -6%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$2.92M 195,993 -4,941 -2%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.3M 154,064 +40,335 +35%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.07M 139,004 +7,991 +6%
UBS Group
17
UBS Group
Switzerland
$1.91M 128,291 -3,626 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.91M 128,270 +516 +0.4%
SFS
19
Shaker Financial Services
Virginia
$1.86M 124,540 +24,948 +25%
DADC
20
D.A. Davidson & Co
Montana
$1.6M 107,368 +4,851 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.59M 106,769 -1,511 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.55M 104,126 +2,486 +2%
PFA
23
Petra Financial Advisors
Colorado
$1.54M 103,632
CF
24
Centaurus Financial
California
$1.54M 103,002 +10,707 +12%
PAS
25
Park Avenue Securities
New York
$1.37M 91,739 +743 +0.8%