FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

111 hedge funds and large institutions have $306M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$157M
2
SIA
Sit Investment Associates
Minnesota
$11.1M
3
Invesco
Invesco
Georgia
$14.6M
4
Stifel Financial
Stifel Financial
Missouri
$2.7M
5
GWP
Gateway Wealth Partners
Wisconsin
$889K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
$7.53K
2
MFG
Magnus Financial Group
New York
$607K
3
Ameriprise
Ameriprise
Minnesota
$3.33M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M +$5.4M +286,756 +4%
Wells Fargo
2
Wells Fargo
California
$18.9M -$7.53K -400 -0%
Invesco
3
Invesco
Georgia
$14.6M +$2.15M +114,174 +17%
LPL Financial
4
LPL Financial
California
$14.5M +$432K +22,945 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M -$588K -31,258 -4%
SIA
6
Sit Investment Associates
Minnesota
$11.1M +$4.81M +255,389 +76%
MOS
7
MGO One Seven
Ohio
$7.66M +$347K +18,449 +5%
Cohen & Steers
8
Cohen & Steers
New York
$6.8M – – –
Ameriprise
9
Ameriprise
Minnesota
$3.33M -$1.1M -58,018 -25%
GC
10
Guggenheim Capital
Illinois
$2.98M +$226 +12 +0%
DADC
11
D.A. Davidson & Co
Montana
$2.73M +$189K +10,060 +7%
UBS Group
12
UBS Group
Switzerland
$2.72M +$10.3K +545 +0.4%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.7M -$510K -27,077 -16%
Stifel Financial
14
Stifel Financial
Missouri
$2.7M +$1.2M +63,847 +80%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.49M -$215K -11,428 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.12M -$401K -22,259 -16%
CPRC
17
Consolidated Portfolio Review Corp
New York
$2.1M -$77.5K -4,118 -4%
Bank of America
18
Bank of America
North Carolina
$2.04M -$116K -6,167 -5%
RC
19
Rareview Capital
Nevada
$1.86M -$191K -10,139 -9%
Raymond James Financial
20
Raymond James Financial
Florida
$1.84M -$100K -5,317 -5%
NA
21
NewEdge Advisors
Louisiana
$1.77M +$659K +35,004 +59%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.67M -$30.2K -1,606 -2%
IWM
23
IHT Wealth Management
Illinois
$1.55M +$6.4K +340 +0.4%
OC
24
Oppenheimer & Co
New York
$1.5M +$235K +12,461 +18%
SFS
25
Shaker Financial Services
Virginia
$1.46M +$147K +7,831 +11%
1
2 3 4 5