FPF

First Trust Intermediate Duration Preferred & Income Fund

116 hedge funds and large institutions have $285M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
33
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$144M 7,985,936 +356,807 +5%
Wells Fargo
2
Wells Fargo
California
$18.2M 1,008,899 +55,509 +6%
Invesco
3
Invesco
Georgia
$15M 830,895 +171,085 +26%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.6M 754,823 +50,935 +7%
LPL Financial
5
LPL Financial
California
$12.5M 693,772 +33,930 +5%
Cohen & Steers
6
Cohen & Steers
New York
$7.51M 417,019
MOS
7
MGO One Seven
Ohio
$5.66M 314,519 -2,567 -0.8%
Ameriprise
8
Ameriprise
Minnesota
$4.24M 234,243 +9,648 +4%
RIL
9
Rothschild Investment LLC
Illinois
$3.48M 193,198 -6,000 -3%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.12M 173,609 -23,593 -12%
UBS Group
11
UBS Group
Switzerland
$2.49M 138,326 -9,131 -6%
DADC
12
D.A. Davidson & Co
Montana
$2.46M 136,563 -944 -0.7%
Bank of America
13
Bank of America
North Carolina
$2.45M 136,310 -2,239 -2%
GC
14
Guggenheim Capital
Illinois
$2.41M 133,727 +21,433 +19%
MFG
15
Magnus Financial Group
New York
$2.37M 131,773 +3,127 +2%
RC
16
Rareview Capital
Nevada
$2.16M 110,576 -29,504 -21%
CPRC
17
Consolidated Portfolio Review Corp
New York
$2.07M 115,172 +3,181 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.04M 113,213 +18,087 +19%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$1.97M 109,241 -20,075 -16%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$1.95M 108,593 +108,593 New
Raymond James Financial
21
Raymond James Financial
Florida
$1.75M 97,211 +97,211 New
SFS
22
Shaker Financial Services
Virginia
$1.69M 93,141 -23,501 -20%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.63M 90,402 -435 -0.5%
SIA
24
Sit Investment Associates
Minnesota
$1.6M 89,058
IWM
25
IHT Wealth Management
Illinois
$1.47M 81,916 -50,200 -38%