FPF

First Trust Intermediate Duration Preferred & Income Fund

108 hedge funds and large institutions have $299M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 21 closing their positions.

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
40
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$124M 6,937,904 -6,534,500 -49%
Wells Fargo
2
Wells Fargo
California
$16.3M 910,852 +164,493 +22%
PCM
3
Penserra Capital Management
California
$13.8M 772,857 +111,344 +17%
Invesco
4
Invesco
Georgia
$12.6M 703,389 -30,574 -4%
KIM
5
Karpus Investment Management
New York
$11.5M 641,153 -12,299 -2%
LPL Financial
6
LPL Financial
California
$10.2M 570,314 +42,846 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.57M 533,790 +40,424 +8%
Ameriprise
8
Ameriprise
Minnesota
$8.58M 478,875 -12,711 -3%
Cohen & Steers
9
Cohen & Steers
New York
$7.47M 417,019
MOS
10
MGO One Seven
Ohio
$6M 335,029 -44,659 -12%
Bank of America
11
Bank of America
North Carolina
$4.49M 250,283 -260,097 -51%
SCM
12
Sterneck Capital Management
Missouri
$3.79M 211,411 +3,428 +2%
RIL
13
Rothschild Investment LLC
Illinois
$3.73M 207,898 -200 -0.1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$3.51M 195,993
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$3.44M 192,017 +13,757 +8%
PI
16
PFG Investments
New York
$3.39M 189,196 +189,196 New
CPRC
17
Consolidated Portfolio Review Corp
New York
$3.09M 172,380 +3,469 +2%
RC
18
Rareview Capital
Nevada
$2.78M 155,246 -8,904 -5%
MFG
19
Magnus Financial Group
New York
$2.68M 149,662 +34,066 +29%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.6M 145,346 +19,257 +15%
UBS Group
21
UBS Group
Switzerland
$2.54M 141,557 +10,892 +8%
DADC
22
D.A. Davidson & Co
Montana
$2.49M 138,764 +10,905 +9%
SFS
23
Shaker Financial Services
Virginia
$2.21M 123,494 -18,684 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.17M 121,010 +6,405 +6%
CF
25
Centaurus Financial
California
$1.82M 101,752 +3 +0%