Purchases and Sales Made in Q3 2025 in First Trust Intermediate Duration Preferred & Income Fund (FPF)
This table provides information about the institutional ownership of First Trust Intermediate Duration Preferred & Income Fund (FPF) during Q3 2025. The information is specifically focused on institutions that hold shares of First Trust Intermediate Duration Preferred & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.5M+ 9427.92% |
$46.5M - $49.5M
|
2.53M
$47.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
327K+ 3.92% |
$6.08M - $6.46M
|
8.67M
$164M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
79.7K+ 55.06% |
$1.48M - $1.57M
|
225K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.7K+ 8.27% |
$1.18M - $1.26M
|
834K
$15.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.9K+ 274.43% |
$648K - $688K
|
47.6K
$897K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.8K+ 87.55% |
$535K - $569K
|
61.7K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.7KNew |
$439K - $467K
|
23.7K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
21KNew |
$390K - $415K
|
21K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 12.86% |
$342K - $364K
|
162K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$338K - $359K
|
18.2K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 52.44% |
$314K - $334K
|
49.2K
$927K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3KNew |
$304K - $323K
|
16.3K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5KNew |
$289K - $307K
|
15.5K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$258K - $274K
|
13.9K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.4KNew |
$248K - $264K
|
13.4K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 1.03% |
$191K - $204K
|
1.01M
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.97K+ 41.75% |
$185K - $197K
|
33.9K
$639K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.71K+ 10.33% |
$180K - $192K
|
104K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.38K+ 5.21% |
$137K - $146K
|
149K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.05K+ 14.54% |
$112K - $119K
|
47.6K
$898K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.34K+ 6.67% |
$99.2K - $105K
|
85.3K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.2KNew |
$96.6K - $103K
|
5.2K
$98.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.14K+ 15.67% |
$95.6K - $102K
|
38K
$716K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.86K+ 1.19% |
$90.3K - $96K
|
412K
$7.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.24K+ 23.69% |
$60.2K - $64K
|
16.9K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.07K+ 18.48% |
$57.1K - $60.7K
|
19.7K
$372K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.77KNew |
$51.4K - $54.6K
|
2.77K
$52.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.55K+ 2.87% |
$47.4K - $50.3K
|
91.3K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 3.38% |
$28K - $29.7K
|
46K
$868K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.1K+ 4.1% |
$20.4K - $21.7K
|
28K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
951+ 104.97% |
$17.7K - $18.8K
|
1.86K
$35K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
943New |
$17.5K - $18.6K
|
943
$17.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
933+ 2.71% |
$17.3K - $18.4K
|
35.3K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
851+ 6.83% |
$15.8K - $16.8K
|
13.3K
$251K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
722+ 2.37% |
$13.4K - $14.3K
|
31.2K
$589K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
670New |
$12.4K - $13.2K
|
670
$12.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
625New |
$11.6K - $12.3K
|
625
$11.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
587+ 0.71% |
$10.9K - $11.6K
|
82.8K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$9.29K - $9.88K
|
500
$9.43K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
450+ 28.13% |
$8.36K - $8.89K
|
2.05K
$38.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
380+ 2.83% |
$7.06K - $7.51K
|
13.8K
$260K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
232+ 2.15% |
$4.31K - $4.58K
|
11K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
216+ 0.77% |
$4.01K - $4.27K
|
28.4K
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$2.79K - $2.96K
|
150
$2.83K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 2.1% |
$2.68K - $2.84K
|
7.01K
$132K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
131+ 163.75% |
$2.43K - $2.59K
|
211
$3.98K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
90+ 10.96% |
$1.67K - $1.78K
|
911
$17.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88New |
$1.64K - $1.74K
|
88
$1.66K
|
|
|
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
|
|