FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

116 hedge funds and large institutions have $383M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
40
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
MOS
2
MGO One Seven
Ohio
$6.19M
3
RIL
3
Rothschild Investment LLC
Illinois
$3.39M
4
RC
4
Rareview Capital
Nevada
$2.68M
5
Ameriprise
5
Ameriprise
Minnesota
$7.99M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.87M
3
LPL Financial
3
LPL Financial
California
$8.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$220M 13,472,404 +6,444,022 +92%
Wells Fargo
2
Wells Fargo
California
$12.2M 746,359 -41,566 -5%
Invesco
3
Invesco
Georgia
$12M 733,963 +7,197 +1%
PCM
4
Penserra Capital Management
California
$10.8M 661,513 +45,787 +7%
KIM
5
Karpus Investment Management
New York
$10.7M 653,452 -24,495 -4%
LPL Financial
6
LPL Financial
California
$8.6M 527,468 -96,067 -15%
Bank of America
7
Bank of America
North Carolina
$8.32M 510,380 -4,368 -0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.05M 493,366 +101,167 +26%
Ameriprise
9
Ameriprise
Minnesota
$7.99M 491,586 +139,594 +40%
Cohen & Steers
10
Cohen & Steers
New York
$6.8M 417,019 – –
MOS
11
MGO One Seven
Ohio
$6.19M 379,688 +361,707 +2,012%
RIL
12
Rothschild Investment LLC
Illinois
$3.39M 208,098 +208,098 New
SCM
13
Sterneck Capital Management
Missouri
$3.39M 207,983 +10,327 +5%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$3.2M 195,993 – –
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.91M 178,260 +39,256 +28%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.75M 168,911 +14,847 +10%
RC
17
Rareview Capital
Nevada
$2.68M 164,150 +164,150 New
LCM
18
Landscape Capital Management
New Jersey
$2.49M 152,607 +123,608 +426%
SFS
19
Shaker Financial Services
Virginia
$2.34M 142,178 +17,638 +14%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.17M 132,916 +4,646 +4%
UBS Group
21
UBS Group
Switzerland
$2.13M 130,665 +2,374 +2%
DADC
22
D.A. Davidson & Co
Montana
$2.09M 127,859 +20,491 +19%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.06M 126,089 +19,320 +18%
MFG
24
Magnus Financial Group
New York
$1.89M 115,596 +115,596 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.87M 114,605 -102,632 -47%
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