We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $298M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $291M → $298M (+$6.83M)

0.06% more ownership

Funds ownership: 26.56%26.62% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119109 (-10)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
109
Holders Change
-10
Holders Change %
-8.4%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$148M +$1.36M +73,627 +0.9%
Wells Fargo
2
Wells Fargo
California
$18.5M -$101K -5,425 -0.5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.4M +$486K +26,222 +3%
LPL Financial
4
LPL Financial
California
$13.7M +$985K +53,171 +8%
Invesco
5
Invesco
Georgia
$12.1M -$3.18M -171,384 -21%
MOS
6
MGO One Seven
Ohio
$7.14M +$1.37M +73,993 +24%
Cohen & Steers
7
Cohen & Steers
New York
$6.64M -$1.03M -55,821 -13%
SIA
8
Sit Investment Associates
Minnesota
$6.17M +$4.56M +246,182 +276%
PPG
9
Peak Planning Group
Colorado
$5.83M +$297K +16,048 +5%
Ameriprise
10
Ameriprise
Minnesota
$4.31M -$5.6K -302 -0.1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$3.14M -$53.1K -2,868 -2%
RIL
12
Rothschild Investment LLC
Illinois
$3.06M -$495K -26,700 -14%
GC
13
Guggenheim Capital
Illinois
$2.91M +$457K +24,641 +18%
UBS Group
14
UBS Group
Switzerland
$2.65M +$103K +5,533 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.64M +$1.48M +79,760 +125%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.57M +$489K +26,372 +23%
MFG
17
Magnus Financial Group
New York
$2.55M +$126K +6,778 +5%
DADC
18
D.A. Davidson & Co
Montana
$2.48M -$33.6K -1,812 -1%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.13M +$9.01K +486 +0.4%
Bank of America
20
Bank of America
North Carolina
$2.11M -$402K -21,668 -16%
RC
21
Rareview Capital
Nevada
$2M -$33.4K -1,800 -2%
Raymond James Financial
22
Raymond James Financial
Florida
$1.89M +$106K +5,724 +6%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.66M
IWM
24
IHT Wealth Management
Illinois
$1.51M
Stifel Financial
25
Stifel Financial
Missouri
$1.46M +$325K +17,558 +28%