Laidlaw Wealth Management LLC First Trust Intermediate Duration Preferred & Income Fund Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$24.18 - $25.48 $227,944 - $240,199	-9,427 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$24.87 - $26.2 $9,649 - $10,165	388 Added 4.29%	9,427 $236,000
Q2 2021 Aug 13, 2021	SELL	$23.9 - $25.29 $22,967 - $24,303	-961 Reduced 9.61%	9,039 $227,000
Q1 2021 May 17, 2021	SELL	$22.68 - $24.15 $1,338 - $1,424	-59 Reduced 0.59%	10,000 $239,000
Q4 2020 Feb 16, 2021	BUY	$21.36 - $24.05 $7,796 - $8,778	365 Added 3.77%	10,059 $242,000
Q3 2020 Nov 16, 2020	BUY	$20.82 - $22.43 $791 - $852	38 Added 0.39%	9,694 $208,000
Q2 2020 Aug 19, 2020	SELL	$15.89 - $21.83 $3.12 Million - $4.28 Million	-196,107 Reduced 95.31%	9,656 $206,000
Q2 2020 Aug 13, 2020	BUY	$15.89 - $21.83 $3.27 Million - $4.49 Million	205,763 New	205,763 $10,000

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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