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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.81K- 1.33% |
$32.5K - $34.2K
|
135K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.88K+ 4.68% |
$51.6K - $54.3K
|
64.3K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.5K- 50.0% |
$26.9K - $28.3K
|
1.5K
$28.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
970+ 11.55% |
$17.4K - $18.3K
|
9.37K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.75K- 6.12% |
$31.4K - $33.1K
|
26.9K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
486+ 0.42% |
$8.72K - $9.18K
|
116K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 7.8% |
$87.7K - $92.3K
|
67.5K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.49K- 10.04% |
$26.7K - $28.1K
|
13.3K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
253New |
$4.54K - $4.78K
|
253
$4.73K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 2.26% |
$215 - $227
|
543
$10.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.96K- 7.8% |
$53K - $55.8K
|
34.9K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.08K+ 46.73% |
$91.2K - $95.9K
|
15.9K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 23.81% |
$8.98K - $9.45K
|
1.6K
$29.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.5K- 8.38% |
$44.9K - $47.2K
|
27.3K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800+ 84.21% |
$14.4K - $15.1K
|
1.75K
$32.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
500New |
$8.98K - $9.45K
|
500
$9.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-85- 0.28% |
$1.53K - $1.61K
|
30.2K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.37% |
$287 - $302
|
690
$12.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 3.37% |
$26.7K - $28.1K
|
42.7K
$798K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112+ 153.42% |
$2.01K - $2.12K
|
185
$3.46K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 46.69% |
$145K - $152K
|
25.3K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.78K+ 5.14% |
$122K - $128K
|
139K
$2.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.87K- 1.65% |
$51.5K - $54.2K
|
171K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-836- 8.81% |
$15K - $15.8K
|
8.65K
$162K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-26.7K- 13.82% |
$479K - $504K
|
166K
$3.11M
|
|
| Q4 2024 | |||||||
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
40New |
$715 - $779
|
40
$748
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.4K- 18.89% |
$471K - $514K
|
113K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.4KNew |
$471K - $514K
|
26.4K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.54K- 48.7% |
$171K - $186K
|
10.1K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.69KNew |
$48.1K - $52.4K
|
2.69K
$50.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 38.0% |
$897K - $978K
|
81.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
397New |
$7.09K - $7.73K
|
397
$7.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 99.53% |
$18.7K - $20.4K
|
5
$93.5
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35.2KNew |
$630K - $687K
|
35.2K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.3KNew |
$292K - $318K
|
16.3K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$179K - $195K
|
10K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5K- 32.26% |
$89.4K - $97.4K
|
10.5K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.5KNew |
$278K - $303K
|
15.5K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$264K - $288K
|
14.8K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.1K+ 19.94% |
$127K - $138K
|
42.7K
$798K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.35K+ 29.09% |
$113K - $124K
|
28.2K
$527K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
215New |
$3.84K - $4.19K
|
215
$4.02K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 25.0% |
$1.79K - $1.95K
|
500
$9.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.6K- 32.43% |
$118K - $129K
|
13.7K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 63.13% |
$320K - $349K
|
10.5K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 2.11% |
$2.43K - $2.65K
|
6.57K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.12K+ 7.99% |
$91.5K - $99.7K
|
69.2K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-435- 0.48% |
$7.77K - $8.47K
|
90.4K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 15.52% |
$359K - $391K
|
109K
$2.04M
|
|