Transform Wealth, LLC First Trust Intermediate Duration Preferred & Income Fund Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 25, 2018	SELL	$21.37 - $22.3 $236,843 - $247,150	-11,083 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	$21.52 - $23.04 $83,928 - $89,856	-3,900 Reduced 26.03%	11,083 $239,000
Q1 2018 May 03, 2018	SELL	$22.8 - $24.3 $22,344 - $23,814	-980 Reduced 6.14%	14,983 $348,000
Q4 2017 Feb 08, 2018	SELL	$24.27 - $25.06 $19,416 - $20,048	-800 Reduced 4.77%	15,963 $389,000
Q3 2017 Oct 19, 2017	BUY	$23.72 - $24.91 $397,618 - $417,566	16,763	16,763 $414,000

Others Institutions Holding FPF

# of Institutions

113

Shares Held

16.4M

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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