A detailed history of Spire Wealth Management transactions in First Trust Intermediate Duration Preferred & Income Fund stock. As of the latest transaction made, Spire Wealth Management holds 9,425 shares of FPF stock, worth $175,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,425
Previous 8,425 11.87%
Holding current value
$175,305
Previous $154,000 19.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$17.34 - $19.53 $17,340 - $19,530
1,000 Added 11.87%
9,425 $184,000
Q2 2024

Jul 31, 2024

SELL
$16.65 - $18.37 $13,919 - $15,357
-836 Reduced 9.03%
8,425 $154,000
Q1 2024

Apr 24, 2024

BUY
$16.41 - $18.01 $9,567 - $10,499
583 Added 6.72%
9,261 $165,000
Q4 2023

Feb 06, 2024

SELL
$13.96 - $16.53 $26,524 - $31,407
-1,900 Reduced 17.96%
8,678 $141,000
Q1 2023

May 09, 2023

BUY
$14.65 - $19.45 $3,369 - $4,473
230 Added 2.22%
10,578 $166,000
Q4 2022

Feb 03, 2023

SELL
$15.61 - $17.65 $219,710 - $248,423
-14,075 Reduced 57.63%
10,348 $175,000
Q3 2022

Nov 07, 2022

SELL
$16.58 - $20.56 $12,368 - $15,337
-746 Reduced 2.96%
24,423 $405,000
Q2 2022

Jul 22, 2022

SELL
$17.7 - $22.12 $52,746 - $65,917
-2,980 Reduced 10.59%
25,169 $470,000
Q1 2022

Apr 18, 2022

SELL
$20.3 - $24.7 $56,028 - $68,172
-2,760 Reduced 8.93%
28,149 $619,000
Q4 2021

Jan 14, 2022

SELL
$24.18 - $25.48 $49,012 - $51,647
-2,027 Reduced 6.15%
30,909 $759,000
Q3 2021

Oct 22, 2021

BUY
$24.87 - $26.2 $88,785 - $93,534
3,570 Added 12.16%
32,936 $824,000
Q2 2021

Jul 26, 2021

SELL
$23.9 - $25.29 $1,171 - $1,239
-49 Reduced 0.17%
29,366 $737,000
Q1 2021

May 21, 2021

BUY
$22.68 - $24.15 $667,132 - $710,372
29,415 New
29,415 $704,000

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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