FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

108 hedge funds and large institutions have $302M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.5M
3
LPL Financial
3
LPL Financial
California
$11.7M
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Invesco
5
Invesco
Georgia
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.75M
2
PI
2
PFG Investments
New York
$584K
3
KIM
3
Karpus Investment Management
New York
$9.77M
4
Bank of America
4
Bank of America
North Carolina
$3.14M
5
MOS
5
MGO One Seven
Ohio
$5.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M 7,216,195 +278,291 +4%
Wells Fargo
2
Wells Fargo
California
$16.4M 893,205 -17,647 -2%
PCM
3
Penserra Capital Management
California
$14.5M 790,426 +17,569 +2%
Invesco
4
Invesco
Georgia
$13.4M 731,423 +28,034 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.5M 678,135 +144,345 +27%
LPL Financial
6
LPL Financial
California
$11.7M 637,551 +67,237 +12%
KIM
7
Karpus Investment Management
New York
$9.77M 531,639 -109,514 -17%
Cohen & Steers
8
Cohen & Steers
New York
$7.66M 417,019 – –
MOS
9
MGO One Seven
Ohio
$5.34M 290,797 -44,232 -13%
SCM
10
Sterneck Capital Management
Missouri
$3.86M 210,145 -1,266 -0.6%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$3.84M 208,971 +16,954 +9%
RIL
12
Rothschild Investment LLC
Illinois
$3.77M 205,398 -2,500 -1%
Ameriprise
13
Ameriprise
Minnesota
$3.75M 204,790 -274,085 -57%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$3.6M 195,993 – –
Bank of America
15
Bank of America
North Carolina
$3.14M 170,923 -79,360 -32%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.87M 156,151 +10,805 +7%
RC
17
Rareview Capital
Nevada
$2.84M 154,787 -459 -0.3%
MFG
18
Magnus Financial Group
New York
$2.78M 151,467 +1,805 +1%
DADC
19
D.A. Davidson & Co
Montana
$2.72M 148,020 +9,256 +7%
UBS Group
20
UBS Group
Switzerland
$2.56M 139,467 -2,090 -1%
CPRC
21
Consolidated Portfolio Review Corp
New York
$2.38M 129,784 -42,596 -25%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.84M 100,103 -20,907 -17%
PFA
23
Petra Financial Advisors
Colorado
$1.81M 98,407 -2,575 -3%
PAS
24
Park Avenue Securities
New York
$1.79M 97,555 +3,306 +4%
GC
25
Guggenheim Capital
Illinois
$1.78M 96,884 +35,548 +58%
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