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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 1.96% |
$6.94K - $7.81K
|
20.8K
$376K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 5.13% |
$17.3K - $19.5K
|
18.5K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 4.04% |
$43.2K - $48.6K
|
64.1K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-554- 4.06% |
$9.61K - $10.8K
|
13.1K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-377- 3.84% |
$6.54K - $7.36K
|
9.43K
$170K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.63K+ 8.28% |
$45.6K - $51.4K
|
34.4K
$621K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-17.8K- 13.71% |
$309K - $347K
|
112K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
174K+ 1279.9% |
$3.02M - $3.4M
|
188K
$3.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.8K- 5.63% |
$204K - $230K
|
197K
$3.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
32.1KNew |
$557K - $627K
|
32.1K
$580K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.2K- 3.02% |
$108K - $121K
|
199K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.75K- 15.55% |
$134K - $151K
|
42.1K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
752+ 0.96% |
$13K - $14.7K
|
79.3K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 14.42% |
$83K - $93.5K
|
38K
$686K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-91- 3.82% |
$1.58K - $1.78K
|
2.29K
$41.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.7K- 34.02% |
$1.16M - $1.3M
|
129K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
508New |
$8.81K - $9.92K
|
508
$9.17K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.02% |
$191 - $215
|
47.6K
$860K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 23.57% |
$21.3K - $24K
|
6.43K
$116K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.9K+ 4.64% |
$50.3K - $56.6K
|
65.4K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-22.8K- 15.07% |
$396K - $446K
|
129K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1K+ 11.87% |
$17.3K - $19.5K
|
9.43K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.3K+ 9.04% |
$456K - $513K
|
317K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
193+ 0.62% |
$3.35K - $3.77K
|
31.6K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 14.29% |
$867 - $977
|
400
$7.22K
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.23% |
$1.21K - $1.37K
|
30.5K
$552K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$3.81K - $4.3K
|
220
$3.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.33% |
$260 - $293
|
660
$11.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
180+ 0.83% |
$3.12K - $3.52K
|
21.8K
$394K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-193K- 91.78% |
$3.34M - $3.77M
|
17.3K
$312K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11KNew |
$183K - $202K
|
11K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-400- 0.45% |
$6.66K - $7.35K
|
89.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-110K- 17.08% |
$1.82M - $2.01M
|
532K
$9.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.6K+ 2.27% |
$293K - $323K
|
790K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$3.08K - $3.4K
|
185
$3.34K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$42.8K - $47.2K
|
2.57K
$46.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$16.7 - $18.4
|
1
$18.1
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73New |
$1.22K - $1.34K
|
73
$1.32K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$16.7K - $18.4K
|
1K
$18.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-968- 3.52% |
$16.1K - $17.8K
|
26.6K
$480K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-600- 40.0% |
$9.99K - $11K
|
900
$16.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.58K- 2.55% |
$42.9K - $47.3K
|
98.4K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
106+ 1.61% |
$1.76K - $1.95K
|
6.7K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.15K+ 29.76% |
$69.1K - $76.2K
|
18.1K
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31K+ 3.51% |
$55K - $60.7K
|
97.6K
$1.76M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
160New |
$2.63K - $2.88K
|
160
$2.89K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.5K- 16.13% |
$41K - $45K
|
13K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.14K+ 62.15% |
$150K - $165K
|
23.9K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.88KNew |
$47.2K - $51.8K
|
2.88K
$51.9K
|
|