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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.4K+ 19.09% |
$383K - $418K
|
134K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.06KNew |
$18.9K - $20.6K
|
1.06K
$17.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.3KNew |
$292K - $318K
|
16.3K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5K- 32.26% |
$89.4K - $97.4K
|
10.5K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.5K+ 5.82% |
$992K - $1.08M
|
1.01M
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$179K - $195K
|
10K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.29K- 4.21% |
$58.8K - $64.1K
|
74.7K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.5KNew |
$278K - $303K
|
15.5K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.9K+ 5.14% |
$606K - $661K
|
694K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-29.5K- 21.06% |
$527K - $575K
|
111K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 65.92% |
$232K - $253K
|
32.7K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.79K+ 9.01% |
$67.7K - $73.8K
|
45.9K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-380- 17.43% |
$6.79K - $7.4K
|
1.8K
$30.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.32K- 8.75% |
$149K - $162K
|
86.8K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$264K - $288K
|
14.8K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
920+ 5.28% |
$16.4K - $17.9K
|
18.3K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97.2KNew |
$1.74M - $1.89M
|
97.2K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-703- 2.91% |
$12.6K - $13.7K
|
23.4K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.35K+ 29.09% |
$113K - $124K
|
28.2K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.1K+ 19.94% |
$127K - $138K
|
42.7K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.1K- 15.1% |
$199K - $217K
|
62.6K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
215New |
$3.84K - $4.19K
|
215
$3.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 25.0% |
$1.79K - $1.95K
|
500
$8.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.6K- 32.43% |
$118K - $129K
|
13.7K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 36.46% |
$301K - $328K
|
29.4K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-944- 0.69% |
$16.9K - $18.4K
|
137K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 63.13% |
$320K - $349K
|
10.5K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 2.11% |
$2.43K - $2.65K
|
6.57K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.12K+ 7.99% |
$91.5K - $99.7K
|
69.2K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-435- 0.48% |
$7.77K - $8.47K
|
90.4K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 15.52% |
$359K - $391K
|
109K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.5KNew |
$26.8K - $29.2K
|
1.5K
$25.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-600- 33.8% |
$10.7K - $11.7K
|
1.18K
$20K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
46New |
$822 - $896
|
46
$782
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4K- 6.11% |
$71.4K - $77.9K
|
61.4K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.18K+ 2.84% |
$56.8K - $62K
|
115K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.03K- 10.88% |
$18.3K - $20K
|
8.4K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.5K- 10.91% |
$62.6K - $68.2K
|
28.6K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.15K+ 40.54% |
$92K - $100K
|
17.8K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
108+ 6.63% |
$1.93K - $2.1K
|
1.74K
$29.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11KNew |
$197K - $215K
|
11K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-647- 28.2% |
$11.6K - $12.6K
|
1.65K
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-333- 3.07% |
$5.95K - $6.49K
|
10.5K
$179K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-985- 5.7% |
$17.6K - $19.2K
|
16.3K
$277K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.16K- 17.76% |
$124K - $140K
|
33.2K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$572K - $644K
|
33K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.2K+ 2182.81% |
$194K - $218K
|
11.7K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.4KNew |
$180K - $203K
|
10.4K
$177K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-392- 35.7% |
$6.8K - $7.66K
|
706
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.18KNew |
$55.1K - $62K
|
3.18K
$53.9K
|
|