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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $307M → $303M (-$3.8M)

1.64% less ownership

Funds ownership: 27.45%25.81% (-1.6%)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
35
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$149M +$7.66M +412,934 +6%
Wells Fargo
2
Wells Fargo
California
$18.6M +$1.12M +60,185 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.7M +$478K +25,753 +4%
LPL Financial
4
LPL Financial
California
$12.9M +$414K +22,291 +3%
Invesco
5
Invesco
Georgia
$12.9M -$1.33M -71,613 -10%
Cohen & Steers
6
Cohen & Steers
New York
$8.14M
MOS
7
MGO One Seven
Ohio
$6.19M +$488K +26,289 +9%
PPG
8
Peak Planning Group
Colorado
$5.7M +$932K +50,228 +21%
Ameriprise
9
Ameriprise
Minnesota
$4.39M +$367K +19,805 +10%
RIL
10
Rothschild Investment LLC
Illinois
$3.89M -$115K -6,200 -3%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$3.85M -$218K -11,769 -6%
UBS Group
12
UBS Group
Switzerland
$2.88M +$148K +7,990 +6%
RC
13
Rareview Capital
Nevada
$2.74M -$273K -14,707 -10%
Bank of America
14
Bank of America
North Carolina
$2.71M -$601K -32,374 -19%
DADC
15
D.A. Davidson & Co
Montana
$2.69M -$195K -10,513 -7%
IWM
16
IHT Wealth Management
Illinois
$2.58M +$931K +50,200 +61%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$2.53M -$1.24M -66,677 -34%
MFG
18
Magnus Financial Group
New York
$2.51M -$423K -22,821 -15%
SFS
19
Shaker Financial Services
Virginia
$2.28M +$399K +21,500 +23%
GC
20
Guggenheim Capital
Illinois
$2.19M +$286K +15,410 +16%
CPRC
21
Consolidated Portfolio Review Corp
New York
$2.19M -$330K -17,793 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.86M -$92.3K -4,977 -5%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.77M +$122K +6,592 +8%
SIA
24
Sit Investment Associates
Minnesota
$1.74M
RJA
25
Raymond James & Associates
Florida
$1.55M +$13.9K +752 +1%