FPF

First Trust Intermediate Duration Preferred & Income Fund

107 hedge funds and large institutions have $291M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
107
Holders Change
-9
Holders Change %
-7.76%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
34
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$148M 8,059,563 +73,627 +0.9%
Wells Fargo
2
Wells Fargo
California
$18.5M 1,003,474 -5,425 -0.5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.4M 781,045 +26,222 +3%
LPL Financial
4
LPL Financial
California
$13.7M 746,943 +53,171 +8%
Invesco
5
Invesco
Georgia
$12.1M 659,511 -171,384 -21%
MOS
6
MGO One Seven
Ohio
$7.14M 388,512 +73,993 +24%
Cohen & Steers
7
Cohen & Steers
New York
$6.64M 361,198 -55,821 -13%
SIA
8
Sit Investment Associates
Minnesota
$6.17M 335,240 +246,182 +276%
Ameriprise
9
Ameriprise
Minnesota
$4.31M 233,941 -302 -0.1%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.14M 170,741 -2,868 -2%
RIL
11
Rothschild Investment LLC
Illinois
$3.06M 166,498 -26,700 -14%
GC
12
Guggenheim Capital
Illinois
$2.91M 158,368 +24,641 +18%
UBS Group
13
UBS Group
Switzerland
$2.65M 143,859 +5,533 +4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.64M 143,482 +79,760 +125%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.57M 139,585 +26,372 +23%
MFG
16
Magnus Financial Group
New York
$2.55M 138,551 +6,778 +5%
DADC
17
D.A. Davidson & Co
Montana
$2.48M 134,751 -1,812 -1%
CPRC
18
Consolidated Portfolio Review Corp
New York
$2.13M 115,658 +486 +0.4%
Bank of America
19
Bank of America
North Carolina
$2.11M 114,642 -21,668 -16%
RC
20
Rareview Capital
Nevada
$2M 108,776 -1,800 -2%
Raymond James Financial
21
Raymond James Financial
Florida
$1.89M 102,935 +5,724 +6%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.66M 90,402
IWM
23
IHT Wealth Management
Illinois
$1.51M 81,916
Stifel Financial
24
Stifel Financial
Missouri
$1.46M 79,369 +17,558 +28%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.32M 71,982 -2,759 -4%