Hcr Wealth Advisors First Trust Intermediate Duration Preferred & Income Fund Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 25, 2019	SELL	$21.41 - $22.93 $340,782 - $364,976	-15,917 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$20.07 - $21.95 $15,313 - $16,747	763 Added 5.03%	15,917 $3.08 Million
Q4 2018 Jan 31, 2019	SELL	$18.28 - $21.25 $2,668 - $3,102	-146 Reduced 0.95%	15,154 $2.63 Million
Q3 2018 Nov 09, 2018	SELL	$21.37 - $22.3 $25.6 Million - $26.7 Million	-1,196,221 Reduced 98.74%	15,300 $2.61 Million
Q2 2018 Aug 14, 2018	BUY	$21.52 - $23.04 $25.7 Million - $27.5 Million	1,194,472 Added 7006.11%	1,211,521 $25.9 Million

Q1 2018 May 15, 2018	SELL	$22.8 - $24.3 $13,452 - $14,337	-590 Reduced 3.34%	17,049 $2.64 Million
Q2 2017 Aug 16, 2017	BUY	N/A	17,639	17,639 $2.35 Million

Others Institutions Holding FPF

# of Institutions

111

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.94M
Shares

$127 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

911K
Shares

$16.7 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

773K
Shares

$14.1 Million
0.17% of portfolio
Invesco Ltd. Atlanta, GA

703K
Shares

$12.9 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

641K
Shares

$11.7 Million
0.35% of portfolio

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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