Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
68.6K+ 3430.35% |
$1.27M - $1.31M
|
70.6K
$1.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$190K - $195K
|
10.2K
$193K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.71K+ 7.55% |
$68.9K - $70.8K
|
52.9K
$997K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 15.77% |
$47.8K - $49.1K
|
18.9K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.45K+ 14.47% |
$45.4K - $46.7K
|
19.4K
$365K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 607.03% |
$20.8K - $21.4K
|
1.31K
$24.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
250+ 50.0% |
$4.64K - $4.77K
|
750
$14.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
242+ 2.2% |
$4.49K - $4.61K
|
11.2K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
163+ 1.22% |
$3.02K - $3.11K
|
13.5K
$254K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
111+ 0.93% |
$2.06K - $2.12K
|
12K
$227K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.22% |
$297 - $305
|
737
$13.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-145- 1.91% |
$2.69K - $2.76K
|
7.46K
$141K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-250- 0.89% |
$4.64K - $4.77K
|
27.7K
$522K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-305- 1.08% |
$5.66K - $5.81K
|
27.8K
$525K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-737- 8.59% |
$13.7K - $14K
|
7.84K
$148K
|
|
|
Jan 15, 2026
Q4 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2K- 7.32% |
$37.1K - $38.1K
|
25.3K
$478K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.51K- 6.6% |
$46.5K - $47.8K
|
35.5K
$669K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.51K- 5.88% |
$46.5K - $47.8K
|
40.1K
$757K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-66.3K- 49.7% |
$1.23M - $1.26M
|
67.1K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-2.5M- 98.95% |
$46.4M - $47.7M
|
26.6K
$501K
|
|