Creative Planning First Trust Intermediate Duration Preferred & Income Fund Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$11.4 - $24.81 $131,008 - $285,116	-11,492 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$22.43 - $23.9 $13,458 - $14,340	600 Added 5.51%	11,492 $272,000
Q1 2019 Apr 24, 2019	SELL	$20.07 - $21.95 $14,691 - $16,067	-732 Reduced 6.3%	10,892 $238,000
Q4 2018 Feb 01, 2019	SELL	$18.28 - $21.25 $2,924 - $3,400	-160 Reduced 1.36%	11,624 $230,000
Q3 2018 Oct 25, 2018	BUY	$21.37 - $22.3 $22,930 - $23,927	1,073 Added 10.02%	11,784 $254,000
Q2 2018 Jul 20, 2018	BUY	$21.52 - $23.04 $41,899 - $44,858	1,947 Added 22.22%	10,711 $231,000
Q1 2018 Apr 18, 2018	SELL	$22.8 - $24.3 $4,560 - $4,860	-200 Reduced 2.23%	8,764 $204,000
Q4 2017 Jan 17, 2018	SELL	$24.27 - $25.06 $38,055 - $39,294	-1,568 Reduced 14.89%	8,964 $218,000
Q3 2017 Oct 17, 2017	BUY	$23.72 - $24.91 $249,819 - $262,352	10,532	10,532 $260,000

Others Institutions Holding FPF

# of Institutions

116

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

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 ...

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