FPF

First Trust Intermediate Duration Preferred & Income Fund

108 hedge funds and large institutions have $297M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$149M 7,629,129 +412,934 +6%
Wells Fargo
2
Wells Fargo
California
$18.6M 953,390 +60,185 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.7M 703,888 +25,753 +4%
LPL Financial
4
LPL Financial
California
$12.9M 659,842 +22,291 +3%
Invesco
5
Invesco
Georgia
$12.9M 659,810 -71,613 -10%
Cohen & Steers
6
Cohen & Steers
New York
$8.14M 417,019
MOS
7
MGO One Seven
Ohio
$6.19M 317,086 +26,289 +9%
Ameriprise
8
Ameriprise
Minnesota
$4.39M 224,595 +19,805 +10%
RIL
9
Rothschild Investment LLC
Illinois
$3.89M 199,198 -6,200 -3%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.85M 197,202 -11,769 -6%
UBS Group
11
UBS Group
Switzerland
$2.88M 147,457 +7,990 +6%
RC
12
Rareview Capital
Nevada
$2.74M 140,080 -14,707 -10%
Bank of America
13
Bank of America
North Carolina
$2.71M 138,549 -32,374 -19%
DADC
14
D.A. Davidson & Co
Montana
$2.69M 137,507 -10,513 -7%
IWM
15
IHT Wealth Management
Illinois
$2.58M 132,116 +50,200 +61%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$2.53M 129,316 -66,677 -34%
MFG
17
Magnus Financial Group
New York
$2.51M 128,646 -22,821 -15%
SFS
18
Shaker Financial Services
Virginia
$2.28M 116,642 +21,500 +23%
GC
19
Guggenheim Capital
Illinois
$2.19M 112,294 +15,410 +16%
CPRC
20
Consolidated Portfolio Review Corp
New York
$2.19M 111,991 -17,793 -14%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.86M 95,126 -4,977 -5%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.77M 90,837 +6,592 +8%
SIA
23
Sit Investment Associates
Minnesota
$1.74M 89,058
RJA
24
Raymond James & Associates
Florida
$1.55M 79,349 +752 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.52M 78,029 -78,122 -50%