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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 8.24% |
$26.9K - $29.6K
|
18.3K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$167K - $183K
|
10.2K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10KNew |
$164K - $180K
|
10K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27KNew |
$443K - $486K
|
27K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-750- 2.5% |
$12.3K - $13.5K
|
29.3K
$528K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1KNew |
$16.4K - $18K
|
1K
$18.1K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-397- 28.42% |
$6.51K - $7.15K
|
1K
$18.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$148 - $162
|
9
$163
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-572- 1.55% |
$9.39K - $10.3K
|
36.4K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.51K+ 222.96% |
$24.7K - $27.1K
|
2.18K
$39.4K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-248- 99.2% |
$4.07K - $4.47K
|
2
$36.1
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.4K- 50.74% |
$187K - $205K
|
11.1K
$200K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
33New |
$461 - $545
|
33
$596
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.5KNew |
$48.9K - $57.9K
|
3.5K
$63.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4K+ 16.0% |
$55.8K - $66.1K
|
29K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
56.9KNew |
$794K - $941K
|
56.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91- 0.71% |
$1.27K - $1.5K
|
12.8K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
62.4KNew |
$872K - $1.03M
|
62.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$1.45M - $1.72M
|
104K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-4.27K- 11.55% |
$59.6K - $70.5K
|
32.7K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
26.1KNew |
$364K - $431K
|
26.1K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 52.32% |
$160K - $189K
|
33.4K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
7KNew |
$97.7K - $116K
|
7K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.4K+ 8528.13% |
$229K - $271K
|
16.6K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6K- 85.71% |
$83.8K - $99.2K
|
1K
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-670- 9.61% |
$9.35K - $11.1K
|
6.3K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.59KNew |
$50.1K - $59.3K
|
3.59K
$64.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11KNew |
$154K - $183K
|
11K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
124K+ 426.25% |
$1.73M - $2.04M
|
153K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
50New |
$698 - $827
|
50
$903
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$7.08K - $8.38K
|
507
$9.16K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.1K- 41.12% |
$15.4K - $18.2K
|
1.58K
$28.4K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 26.67% |
$2.79K - $3.31K
|
950
$17.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.83K- 26.07% |
$25.5K - $30.2K
|
5.18K
$93.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
242KNew |
$3.56M - $3.81M
|
242K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.17K- 4.63% |
$17.2K - $18.4K
|
24.1K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-10K- 2.34% |
$147K - $158K
|
417K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
35KNew |
$515K - $552K
|
35K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-420- 16.71% |
$6.18K - $6.62K
|
2.09K
$37.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
33.3KNew |
$490K - $525K
|
33.3K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33KNew |
$19.6K - $21K
|
1.33K
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
750+ 83.33% |
$11K - $11.8K
|
1.65K
$29.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
450New |
$6.62K - $7.09K
|
450
$8.13K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.6KNew |
$936K - $1M
|
63.6K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
720New |
$10.6K - $11.3K
|
720
$13K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
375+ 3.44% |
$5.52K - $5.91K
|
11.3K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5New |
$74.2 - $78.4
|
5
$90.3
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 12.5% |
$1.48K - $1.57K
|
700
$12.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 1.36% |
$2.22K - $2.35K
|
11.2K
$202K
|
|