A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Intermediate Duration Preferred & Income Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,675 shares of FPF stock, worth $371,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,675
Previous 24,575 15.87%
Holding current value
$371,943
Previous $451 Million 10.56%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$17.34 - $19.53 $67,626 - $76,167
-3,900 Reduced 15.87%
20,675 $404 Million
Q2 2024

Jul 30, 2024

BUY
$16.65 - $18.37 $162,204 - $178,960
9,742 Added 65.68%
24,575 $451 Million
Q1 2024

May 07, 2024

BUY
$16.41 - $18.01 $34,690 - $38,073
2,114 Added 16.62%
14,833 $266 Million
Q4 2023

Apr 15, 2024

BUY
$13.96 - $16.53 $177,557 - $210,245
12,719 New
12,719 $207 Million

Others Institutions Holding FPF

About First Trust Intermediate Duration Preferred & Income Fund


  • Ticker FPF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • First Trust Intermediate Duration Preferred & Income Fund is a closed end fixed income mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Stonebridge Advisors, LLC. It invests in fixed income markets. The fund will also invest in below investment-grade securities like junk or high-yield securities. First ...
More about FPF
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