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FPF

First Trust Intermediate Duration Preferred & Income Fund

117 hedge funds and large institutions have $340M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $319M → $340M (+$20.9M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.5% less ownership

Funds ownership: 31.48%29.98% (-1.5%)

2% less funds holding

Funds holding: 119117 (-2)

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
39
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$171M +$9.78M +522,557 +6%
SIA
2
Sit Investment Associates
Minnesota
$22.7M +$12M +641,124 +112%
Wells Fargo
3
Wells Fargo
California
$21.5M +$2.64M +141,156 +14%
LPL Financial
4
LPL Financial
California
$17.7M +$2.17M +115,746 +14%
Invesco
5
Invesco
Georgia
$13.9M +$2.21M +118,352 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13M -$956K -51,089 -7%
MOS
7
MGO One Seven
Ohio
$7.28M -$401K -21,445 -5%
PPG
8
Peak Planning Group
Colorado
$7.26M +$7.29M +389,443 New
Cohen & Steers
9
Cohen & Steers
New York
$6.73M
DADC
10
D.A. Davidson & Co
Montana
$4.39M +$208K +11,097 +5%
Stifel Financial
11
Stifel Financial
Missouri
$3.13M +$118K +6,315 +4%
UBS Group
12
UBS Group
Switzerland
$2.85M +$207K +11,077 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.67M -$111K -5,936 -4%
SFS
14
Shaker Financial Services
Virginia
$1.96M +$580K +31,014 +42%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.87M -$51.9K -2,774 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$1.63M -$164K -8,766 -9%
Bank of America
17
Bank of America
North Carolina
$1.61M -$81.8K -4,372 -5%
GC
18
Guggenheim Capital
Illinois
$1.53M -$672K -35,907 -30%
NA
19
NewEdge Advisors
Louisiana
$1.53M -$403K -21,513 -21%
RC
20
Rareview Capital
Nevada
$1.43M +$392K +20,966 +38%
IWM
21
IHT Wealth Management
Illinois
$1.37M -$172K -9,200 -11%
NWMP
22
Noble Wealth Management PBC
Colorado
$1.32M +$1.28M +68,607 +3,430%
PS
23
Principal Securities
Iowa
$1.31M +$6.49K +347 +0.5%
OC
24
Oppenheimer & Co
New York
$1.26M -$328K -17,526 -21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.26M +$108K +5,790 +9%