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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-517- 2.31% |
$8.96K - $10.1K
|
21.9K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
453+ 0.71% |
$7.86K - $8.85K
|
64.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.3KNew |
$196K - $221K
|
11.3K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-392- 35.7% |
$6.8K - $7.66K
|
706
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-71.6K- 9.79% |
$1.24M - $1.4M
|
660K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.18KNew |
$55.1K - $62K
|
3.18K
$58.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.2K- 13.09% |
$194K - $219K
|
74.5K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 3.5% |
$387K - $435K
|
660K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 6.34% |
$33.4K - $37.6K
|
28.4K
$527K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.58K+ 3.83% |
$27.4K - $30.9K
|
42.8K
$795K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.1K- 50.03% |
$1.35M - $1.53M
|
78K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 14.32% |
$37.2K - $41.9K
|
17.1K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 69.65% |
$525K - $591K
|
73.8K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-13.5K- 40.8% |
$234K - $264K
|
19.6K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
200New |
$3.47K - $3.91K
|
200
$3.71K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 98.81% |
$1.44K - $1.62K
|
1
$18.6
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.59K+ 7.82% |
$114K - $129K
|
90.8K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.5K+ 22.6% |
$373K - $420K
|
117K
$2.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.9K- 15.87% |
$67.6K - $76.2K
|
20.7K
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 5.13% |
$17.3K - $19.5K
|
18.5K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 4.04% |
$43.2K - $48.6K
|
64.1K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-554- 4.06% |
$9.61K - $10.8K
|
13.1K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
174K+ 1279.9% |
$3.02M - $3.4M
|
188K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.2K- 3.02% |
$108K - $121K
|
199K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.75K- 15.55% |
$134K - $151K
|
42.1K
$781K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
752+ 0.96% |
$13K - $14.7K
|
79.3K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 14.42% |
$83K - $93.5K
|
38K
$705K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.7K- 34.02% |
$1.16M - $1.3M
|
129K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 23.57% |
$21.3K - $24K
|
6.43K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 14.29% |
$867 - $977
|
400
$7.42K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.3K+ 9.04% |
$456K - $513K
|
317K
$5.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$3.81K - $4.3K
|
220
$4.08K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
180+ 0.83% |
$3.12K - $3.52K
|
21.8K
$405K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-400- 0.45% |
$6.66K - $7.35K
|
89.1K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11KNew |
$183K - $202K
|
11K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-110K- 17.08% |
$1.82M - $2.01M
|
532K
$9.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.6K+ 2.27% |
$293K - $323K
|
790K
$14.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$3.08K - $3.4K
|
185
$3.43K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$42.8K - $47.2K
|
2.57K
$47.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$16.7 - $18.4
|
1
$18.6
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73New |
$1.22K - $1.34K
|
73
$1.35K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$16.7K - $18.4K
|
1K
$18.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-968- 3.52% |
$16.1K - $17.8K
|
26.6K
$493K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-600- 40.0% |
$9.99K - $11K
|
900
$16.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.58K- 2.55% |
$42.9K - $47.3K
|
98.4K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.15K+ 29.76% |
$69.1K - $76.2K
|
18.1K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
106+ 1.61% |
$1.76K - $1.95K
|
6.7K
$124K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31K+ 3.51% |
$55K - $60.7K
|
97.6K
$1.81M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
160New |
$2.63K - $2.88K
|
160
$2.97K
|
|