A detailed history of Icon Wealth Partners, LLC transactions in First Trust Intermediate Duration Preferred & Income Fund stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 42,188 shares of FPF stock, worth $784,696. This represents 0.07% of its overall portfolio holdings.

Number of Shares
42,188
Previous 42,188 -0.0%
Holding current value
$784,696
Previous $654,000 3.98%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023

BUY
$14.83 - $15.68 $48,197 - $50,960
3,250 Added 8.35%
42,188 $654,000
Q1 2023

May 11, 2023

SELL
$14.65 - $19.45 $74,070 - $98,339
-5,056 Reduced 11.49%
38,938 $614,000
Q2 2022

Jul 19, 2022

SELL
$17.7 - $22.12 $272,792 - $340,913
-15,412 Reduced 25.94%
43,994 $822,000
Q1 2022

Apr 19, 2022

SELL
$20.3 - $24.7 $50,384 - $61,305
-2,482 Reduced 4.01%
59,406 $1.31 Million
Q4 2021

Jan 19, 2022

BUY
$24.18 - $25.48 $386 - $407
16 Added 0.03%
61,888 $1.52 Million
Q3 2021

Nov 15, 2021

BUY
$24.87 - $26.2 $373 - $393
15 Added 0.02%
61,872 $1.55 Million
Q2 2021

Jul 30, 2021

BUY
$23.9 - $25.29 $291,962 - $308,942
12,216 Added 24.61%
61,857 $1.55 Million
Q1 2021

Apr 26, 2021

BUY
$22.68 - $24.15 $46,494 - $49,507
2,050 Added 4.31%
49,641 $1.19 Million
Q4 2020

Feb 08, 2021

SELL
$21.36 - $24.05 $120,150 - $135,281
-5,625 Reduced 10.57%
47,591 $1.15 Million
Q3 2020

Oct 22, 2020

SELL
$20.82 - $22.43 $40,744 - $43,895
-1,957 Reduced 3.55%
53,216 $1.14 Million
Q1 2020

Apr 17, 2020

SELL
$11.4 - $24.81 $5,700 - $12,405
-500 Reduced 0.9%
55,173 $984,000
Q4 2019

Jan 29, 2020

SELL
$23.3 - $24.28 $51,260 - $53,416
-2,200 Reduced 3.8%
55,673 $1.31 Million
Q1 2019

May 09, 2019

SELL
$20.07 - $21.95 $181,573 - $198,581
-9,047 Reduced 13.52%
57,873 $1.26 Million
Q3 2018

Nov 14, 2018

BUY
$21.37 - $22.3 $21,370 - $22,300
1,000 Added 1.52%
66,920 $1.44 Million
Q4 2017

Feb 13, 2018

BUY
$24.27 - $25.06 $1.6 Million - $1.65 Million
65,920
65,920 $1.61 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
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.