Latest Institutional Transactions on First Trust Intermediate Duration Preferred & Income Fund (FPF)
This table provides information on the latest institutional transactions involving First Trust Intermediate Duration Preferred & Income Fund (FPF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
950New |
$17K - $18.5K
|
950
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.1K- 15.1% |
$199K - $217K
|
62.6K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.1K+ 19.94% |
$127K - $138K
|
42.7K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6K- 3.01% |
$107K - $117K
|
193K
$3.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.35K+ 29.09% |
$113K - $124K
|
28.2K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
215New |
$3.84K - $4.19K
|
215
$4K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 25.0% |
$1.79K - $1.95K
|
500
$9.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 2.11% |
$2.43K - $2.65K
|
6.57K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 63.13% |
$320K - $349K
|
10.5K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-944- 0.69% |
$16.9K - $18.4K
|
137K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 36.46% |
$301K - $328K
|
29.4K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.6K- 32.43% |
$118K - $129K
|
13.7K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 2.31% |
$214 - $234
|
531
$9.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.12K+ 7.99% |
$91.5K - $99.7K
|
69.2K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-435- 0.48% |
$7.77K - $8.47K
|
90.4K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 15.52% |
$359K - $391K
|
109K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.5KNew |
$26.8K - $29.2K
|
1.5K
$27.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.12% |
$250 - $273
|
674
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-600- 33.8% |
$10.7K - $11.7K
|
1.18K
$21.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
46New |
$822 - $896
|
46
$856
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.18K+ 2.84% |
$56.8K - $62K
|
115K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4K- 6.11% |
$71.4K - $77.9K
|
61.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.03K- 10.88% |
$18.3K - $20K
|
8.4K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.15K+ 40.54% |
$92K - $100K
|
17.8K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.5K- 10.91% |
$62.6K - $68.2K
|
28.6K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45K+ 10.03% |
$61.7K - $67.2K
|
37.9K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
108+ 6.63% |
$1.93K - $2.1K
|
1.74K
$32.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.97K- 47.85% |
$178K - $194K
|
10.9K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.13K+ 2.43% |
$55.9K - $60.9K
|
132K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-700- 2.29% |
$12.5K - $13.6K
|
29.8K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11KNew |
$197K - $215K
|
11K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-647- 28.2% |
$11.6K - $12.6K
|
1.65K
$30.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.31K- 4.15% |
$23.4K - $25.5K
|
30.3K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.6K- 11.96% |
$422K - $460K
|
174K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.49K- 7.33% |
$62.3K - $68K
|
44.1K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-333- 3.07% |
$5.95K - $6.49K
|
10.5K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
56+ 0.59% |
$1K - $1.09K
|
9.49K
$177K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-985- 5.7% |
$17.6K - $19.2K
|
16.3K
$303K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.16K- 17.76% |
$124K - $140K
|
33.2K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 20960.0% |
$18.2K - $20.5K
|
1.05K
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.11K+ 12.1% |
$54K - $60.8K
|
28.8K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 9.78% |
$37.3K - $42K
|
24.1K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 61.28% |
$870K - $980K
|
132K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.54% |
$55.5K - $62.5K
|
24.5K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.99K+ 5.73% |
$139K - $156K
|
147K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2KNew |
$246K - $277K
|
14.2K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.8K+ 9.67% |
$343K - $387K
|
225K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 19.81% |
$248K - $279K
|
57.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.4KNew |
$180K - $203K
|
10.4K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.7KNew |
$1.17M - $1.32M
|
67.7K
$1.26M
|
|