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FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $291M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

8% more funds holding

Funds holding: 110119 (+9)

0.75% more ownership

Funds ownership: 25.81%26.56% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$11.9M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$144M +$6.7M +356,807 +5%
Wells Fargo
2
Wells Fargo
California
$18.2M +$1.04M +55,509 +6%
Invesco
3
Invesco
Georgia
$15M +$3.21M +171,085 +26%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.6M +$957K +50,935 +7%
LPL Financial
5
LPL Financial
California
$12.5M +$637K +33,930 +5%
Cohen & Steers
6
Cohen & Steers
New York
$7.51M
MOS
7
MGO One Seven
Ohio
$5.66M -$48.2K -2,567 -0.8%
PPG
8
Peak Planning Group
Colorado
$5.42M +$175K +9,299 +3%
Ameriprise
9
Ameriprise
Minnesota
$4.24M +$181K +9,648 +4%
RIL
10
Rothschild Investment LLC
Illinois
$3.48M -$113K -6,000 -3%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$3.12M -$443K -23,593 -12%
UBS Group
12
UBS Group
Switzerland
$2.49M -$171K -9,131 -6%
DADC
13
D.A. Davidson & Co
Montana
$2.46M -$17.7K -944 -0.7%
Bank of America
14
Bank of America
North Carolina
$2.45M -$42K -2,239 -2%
GC
15
Guggenheim Capital
Illinois
$2.41M +$403K +21,433 +19%
MFG
16
Magnus Financial Group
New York
$2.37M +$58.7K +3,127 +2%
RC
17
Rareview Capital
Nevada
$2.16M -$554K -29,504 -21%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.07M +$59.7K +3,181 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.04M +$340K +18,087 +19%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$1.97M -$377K -20,075 -16%
PAMP
21
Polar Asset Management Partners
Ontario, Canada
$1.95M +$2.04M +108,593 New
Raymond James Financial
22
Raymond James Financial
Florida
$1.75M +$1.83M +97,211 New
SFS
23
Shaker Financial Services
Virginia
$1.69M -$441K -23,501 -20%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.63M -$8.17K -435 -0.5%
SIA
25
Sit Investment Associates
Minnesota
$1.6M