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 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.34K+ 6.67% |
$99.2K - $105K
|
85.3K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
131+ 163.75% |
$2.43K - $2.59K
|
211
$3.98K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88New |
$1.64K - $1.74K
|
88
$1.66K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.1K- 29.54% |
$317K - $337K
|
40.7K
$768K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 7.73% |
$24K - $25.5K
|
15.4K
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
933+ 2.71% |
$17.3K - $18.4K
|
35.3K
$666K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
450+ 28.13% |
$8.36K - $8.89K
|
2.05K
$38.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
90+ 10.96% |
$1.67K - $1.78K
|
911
$17.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3KNew |
$304K - $323K
|
16.3K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.9K+ 274.43% |
$648K - $688K
|
47.6K
$897K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 52.44% |
$314K - $334K
|
49.2K
$927K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.86K+ 1.19% |
$90.3K - $96K
|
412K
$7.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.28K- 28.22% |
$79.4K - $84.5K
|
10.9K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.14K+ 15.67% |
$95.6K - $102K
|
38K
$716K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.04% |
$55.7 - $59.3
|
7.6K
$143K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.5K- 5.78% |
$83.5K - $88.8K
|
73.3K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.3K- 7.18% |
$192K - $204K
|
133K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
79.7K+ 55.06% |
$1.48M - $1.57M
|
225K
$4.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 3.38% |
$28K - $29.7K
|
46K
$868K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 45.24% |
$58.2K - $61.9K
|
3.79K
$71.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 2.1% |
$2.68K - $2.84K
|
7.01K
$132K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.1K+ 4.1% |
$20.4K - $21.7K
|
28K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76New |
$1.41K - $1.5K
|
76
$1.43K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.12% |
$279 - $296
|
721
$13.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
851+ 6.83% |
$15.8K - $16.8K
|
13.3K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
670New |
$12.4K - $13.2K
|
670
$12.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
216+ 0.77% |
$4.01K - $4.27K
|
28.4K
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.5M+ 9427.92% |
$46.5M - $49.5M
|
2.53M
$47.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$2.79K - $2.96K
|
150
$2.83K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.01K- 3.48% |
$18.8K - $20K
|
28.2K
$531K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-36.3K- 75.32% |
$675K - $718K
|
11.9K
$225K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.3K- 4.0% |
$514K - $588K
|
750K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.1K- 9.41% |
$18.1K - $20.7K
|
10.6K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
159New |
$2.61K - $2.99K
|
159
$3K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-11- 2.77% |
$181 - $207
|
386
$7.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142New |
$2.33K - $2.67K
|
142
$2.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-166K- 99.76% |
$2.73M - $3.13M
|
400
$7.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
859+ 4.61% |
$14.1K - $16.2K
|
19.5K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 21.57% |
$4.52K - $5.18K
|
1K
$18.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
164New |
$2.69K - $3.09K
|
164
$3.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.56KNew |
$42.1K - $48.2K
|
2.56K
$48.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99+ 24.75% |
$1.63K - $1.86K
|
499
$9.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$302K - $345K
|
18.4K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.2KNew |
$283K - $324K
|
17.2K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
236New |
$3.88K - $4.44K
|
236
$4.45K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.74% |
$65.7 - $75.3
|
547
$10.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-750- 4.83% |
$12.3K - $14.1K
|
14.8K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
276New |
$4.53K - $5.19K
|
276
$5.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7KNew |
$701K - $803K
|
42.7K
$804K
|
|