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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.16K- 17.76% |
$124K - $140K
|
33.2K
$599K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.78KNew |
$30.8K - $34.7K
|
1.78K
$32.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.3KNew |
$353K - $397K
|
20.3K
$367K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.6KNew |
$617K - $695K
|
35.6K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.99K+ 5.73% |
$139K - $156K
|
147K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 9.78% |
$37.3K - $42K
|
24.1K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
480+ 41.74% |
$8.32K - $9.37K
|
1.63K
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 61.28% |
$870K - $980K
|
132K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.54% |
$55.5K - $62.5K
|
24.5K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.62K- 25.04% |
$62.8K - $70.7K
|
10.8K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2KNew |
$246K - $277K
|
14.2K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.7KNew |
$1.17M - $1.32M
|
67.7K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.11K+ 12.1% |
$54K - $60.8K
|
28.8K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 20960.0% |
$18.2K - $20.5K
|
1.05K
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.8K+ 9.67% |
$343K - $387K
|
225K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$572K - $644K
|
33K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.2K+ 2182.81% |
$194K - $218K
|
11.7K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 3.8% |
$447K - $503K
|
704K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-162- 0.5% |
$2.81K - $3.16K
|
32.4K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
413K+ 5.72% |
$7.16M - $8.06M
|
7.63M
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.4K- 18.94% |
$561K - $632K
|
139K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.4KNew |
$180K - $203K
|
10.4K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 19.81% |
$248K - $279K
|
57.8K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-14.7K- 9.5% |
$255K - $287K
|
140K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.75K- 9.32% |
$82.4K - $92.8K
|
46.2K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.5K- 7.1% |
$182K - $205K
|
138K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.46K- 14.92% |
$59.9K - $67.5K
|
19.7K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.2K+ 6.74% |
$1.04M - $1.18M
|
953K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 4.97% |
$86.3K - $97.2K
|
95.1K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 15.91% |
$267K - $301K
|
112K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-156- 0.89% |
$2.71K - $3.05K
|
17.4K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-517- 2.31% |
$8.96K - $10.1K
|
21.9K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
453+ 0.71% |
$7.86K - $8.85K
|
64.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.3KNew |
$196K - $221K
|
11.3K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-392- 35.7% |
$6.8K - $7.66K
|
706
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-71.6K- 9.79% |
$1.24M - $1.4M
|
660K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.2K- 13.09% |
$194K - $219K
|
74.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.18KNew |
$55.1K - $62K
|
3.18K
$57.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 6.34% |
$33.4K - $37.6K
|
28.4K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 3.5% |
$387K - $435K
|
660K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.58K+ 3.83% |
$27.4K - $30.9K
|
42.8K
$773K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 14.32% |
$37.2K - $41.9K
|
17.1K
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.1K- 50.03% |
$1.35M - $1.53M
|
78K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 69.65% |
$525K - $591K
|
73.8K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-13.5K- 40.8% |
$234K - $264K
|
19.6K
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
200New |
$3.47K - $3.91K
|
200
$3.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 98.81% |
$1.44K - $1.62K
|
1
$18.1
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.59K+ 7.82% |
$114K - $129K
|
90.8K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.5K+ 22.6% |
$373K - $420K
|
117K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.9K- 15.87% |
$67.6K - $76.2K
|
20.7K
$373K
|