Latest Institutional Transactions on First Trust Intermediate Duration Preferred & Income Fund (FPF)
This table provides information on the latest institutional transactions involving First Trust Intermediate Duration Preferred & Income Fund (FPF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
287K+ 3.56% |
$4.71M - $5.4M
|
8.35M
$158M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58K- 24.8% |
$953K - $1.09M
|
176K
$3.32M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.8K+ 80.44% |
$1.05M - $1.2M
|
143K
$2.71M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.3K- 4.0% |
$514K - $588K
|
750K
$14.2M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.6KNew |
$372K - $426K
|
22.6K
$428K
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
255K+ 76.18% |
$4.2M - $4.81M
|
591K
$11.2M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.89K+ 12.85% |
$31.1K - $35.6K
|
16.6K
$314K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
545+ 0.38% |
$8.95K - $10.3K
|
144K
$2.73M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35K+ 59.29% |
$575K - $659K
|
94K
$1.78M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-400- 0.04% |
$6.57K - $7.53K
|
1M
$19M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.82K- 13.63% |
$79.2K - $90.7K
|
30.5K
$577K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
340+ 0.42% |
$5.59K - $6.4K
|
82.3K
$1.55M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.1K- 9.41% |
$18.1K - $20.7K
|
10.6K
$200K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.32K- 5.17% |
$87.4K - $100K
|
97.6K
$1.84M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
159New |
$2.61K - $2.99K
|
159
$3.01K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.17K- 5.38% |
$101K - $116K
|
108K
$2.05M
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12+ 0.01% |
$197 - $226
|
158K
$2.99M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 7.96% |
$188K - $215K
|
132K
$2.5M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142New |
$2.33K - $2.67K
|
142
$2.68K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 2.85% |
$11.5K - $13.2K
|
23.9K
$451K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.3K- 15.95% |
$366K - $419K
|
117K
$2.22M
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
114K+ 17.31% |
$1.88M - $2.15M
|
774K
$14.6M
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-107- 10.56% |
$1.76K - $2.01K
|
906
$17.1K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
47.3KNew |
$776K - $889K
|
47.3K
$893K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
642+ 1.98% |
$10.5K - $12.1K
|
33K
$624K
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-11- 2.77% |
$181 - $207
|
386
$7.3K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109+ 0.46% |
$1.79K - $2.05K
|
23.7K
$447K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 3.07% |
$377K - $432K
|
770K
$14.6M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
292+ 4.45% |
$4.8K - $5.5K
|
6.86K
$130K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
515+ 0.74% |
$8.46K - $9.69K
|
69.7K
$1.32M
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-240- 22.62% |
$3.94K - $4.52K
|
821
$15.5K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-166K- 99.76% |
$2.73M - $3.13M
|
400
$7.56K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 21.57% |
$4.52K - $5.18K
|
1K
$18.9K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
164New |
$2.69K - $3.09K
|
164
$3.1K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.01% |
$32.9 - $37.6
|
20.5K
$388K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-201- 0.61% |
$3.3K - $3.78K
|
32.9K
$622K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
859+ 4.61% |
$14.1K - $16.2K
|
19.5K
$368K
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.61K- 1.78% |
$26.4K - $30.2K
|
88.8K
$1.68M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.56KNew |
$42.1K - $48.2K
|
2.56K
$48.4K
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.1K- 15.86% |
$445K - $510K
|
144K
$2.72M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.38K- 3.0% |
$22.6K - $25.9K
|
44.5K
$841K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.33K+ 3.3% |
$21.8K - $25K
|
41.6K
$786K
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-10.1K- 9.32% |
$167K - $191K
|
98.6K
$1.86M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99+ 24.75% |
$1.63K - $1.86K
|
499
$9.43K
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
348+ 1.37% |
$5.72K - $6.55K
|
25.7K
$486K
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.83K+ 11.2% |
$129K - $147K
|
77.8K
$1.47M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-10- 0.06% |
$164 - $188
|
15.6K
$295K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$302K - $345K
|
18.4K
$347K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.76K- 18.83% |
$29K - $33.2K
|
7.61K
$144K
|