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FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $330M invested in First Trust Intermediate Duration Preferred & Income Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

2% more funds holding

Funds holding: 117119 (+2)

0.79% more ownership

Funds ownership: 29.98%30.77% (+0.79%)

3% less capital invested

Capital invested by funds: $340M → $330M (-$9.9M)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
23
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
$172M +$10.2M +549,667 +6%
Wells Fargo
2
Wells Fargo
California
$21.5M +$1.19M +64,117 +6%
SIA
3
Sit Investment Associates
Minnesota
$21.4M -$36.1K -1,937 -0.2%
LPL Financial
4
LPL Financial
California
$16.7M -$10.7K -575 -0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13M +$824K +44,205 +6%
Invesco
6
Invesco
Georgia
$11.2M -$2.09M -112,065 -15%
PPG
7
Peak Planning Group
Colorado
$7.01M +$156K +8,350 +2%
MOS
8
MGO One Seven
Ohio
$6.9M +$14.9K +799 +0.2%
Cohen & Steers
9
Cohen & Steers
New York
$6.37M
DADC
10
D.A. Davidson & Co
Montana
$4.17M +$11.4K +612 +0.3%
Stifel Financial
11
Stifel Financial
Missouri
$3.17M +$217K +11,666 +7%
UBS Group
12
UBS Group
Switzerland
$2.8M +$111K +5,977 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.97M -$583K -31,259 -22%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.76M -$10.4K -559 -0.6%
RC
15
Rareview Capital
Nevada
$1.73M +$295K +15,823 +21%
Bank of America
16
Bank of America
North Carolina
$1.7M +$180K +9,639 +11%
Raymond James Financial
17
Raymond James Financial
Florida
$1.67M +$132K +7,107 +8%
NA
18
NewEdge Advisors
Louisiana
$1.46M +$9.86K +529 +0.6%
NWMP
19
Noble Wealth Management PBC
Colorado
$1.32M +$84K +4,510 +6%
IWM
20
IHT Wealth Management
Illinois
$1.3M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.27M +$87K +4,668 +7%
PS
22
Principal Securities
Iowa
$1.24M +$4.84K +260 +0.4%
SFS
23
Shaker Financial Services
Virginia
$1.2M -$676K -36,264 -35%
OBWG
24
Onyx Bridge Wealth Group
New York
$1.2M +$77.4K +4,152 +7%
OC
25
Oppenheimer & Co
New York
$1.19M -$9.58K -514 -0.8%