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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.16K- 96.93% |
$56.7K - $59.6K
|
100
$1.87K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 154.91% |
$64K - $67.3K
|
5.86K
$110K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.6KNew |
$280K - $295K
|
15.6K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$212K - $223K
|
11.8K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.7K- 15.9% |
$389K - $409K
|
115K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 81.6% |
$476K - $501K
|
59K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-39- 0.1% |
$700 - $737
|
40.3K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
350New |
$6.28K - $6.61K
|
350
$6.55K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
230+ 27.68% |
$4.13K - $4.34K
|
1.06K
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-55.8K- 13.39% |
$1M - $1.05M
|
361K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135+ 0.92% |
$2.42K - $2.55K
|
14.7K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 0.92% |
$1.32M - $1.39M
|
8.06M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.8K+ 125.17% |
$1.43M - $1.51M
|
143K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.3K- 15.57% |
$23.3K - $24.6K
|
7.05K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.3K- 57.0% |
$238K - $251K
|
10K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-61.5K- 56.61% |
$1.1M - $1.16M
|
47.1K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.2K+ 3.47% |
$471K - $495K
|
781K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.11% |
$503 - $529
|
24.6K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-302- 0.13% |
$5.42K - $5.7K
|
234K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65K+ 8.1% |
$47.5K - $50K
|
35.3K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-995- 4.62% |
$17.9K - $18.8K
|
20.5K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.63K- 10.09% |
$65.2K - $68.6K
|
32.4K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-42- 3.98% |
$754 - $793
|
1.01K
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-770- 1.26% |
$13.8K - $14.5K
|
60.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.6K+ 18.43% |
$442K - $465K
|
158K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.43K+ 98.28% |
$25.6K - $26.9K
|
2.88K
$53.8K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.43K- 0.54% |
$97.4K - $102K
|
1M
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
233New |
$4.18K - $4.4K
|
233
$4.36K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 0.53% |
$2.24K - $2.36K
|
23.5K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.72K+ 5.89% |
$103K - $108K
|
103K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.53K+ 4.0% |
$99.3K - $105K
|
144K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.8KNew |
$589K - $620K
|
32.8K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 28.41% |
$315K - $332K
|
79.4K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
246K+ 276.43% |
$4.42M - $4.65M
|
335K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-161- 1.53% |
$2.89K - $3.04K
|
10.3K
$193K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-171K- 20.63% |
$3.08M - $3.24M
|
660K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-23.2K- 24.93% |
$417K - $439K
|
69.9K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43+ 0.09% |
$772 - $812
|
45.9K
$858K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
275+ 27.5% |
$4.94K - $5.19K
|
1.28K
$23.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
74K+ 23.53% |
$1.33M - $1.4M
|
389K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.2K+ 7.66% |
$954K - $1M
|
747K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.8K- 1.63% |
$32.3K - $34K
|
109K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
289+ 1.58% |
$5.19K - $5.46K
|
18.6K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.2K- 6.24% |
$39.6K - $41.6K
|
33.1K
$619K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
80New |
$1.44K - $1.51K
|
80
$1.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 16.67% |
$5.39K - $5.67K
|
1.5K
$28.1K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-600- 5.5% |
$10.8K - $11.3K
|
10.3K
$193K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.76K- 3.69% |
$49.5K - $52.1K
|
72K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 40.18% |
$212K - $223K
|
17.6K
$329K
|