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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 26.67% |
$2.79K - $3.31K
|
950
$17.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.83K- 26.07% |
$25.5K - $30.2K
|
5.18K
$94.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-10K- 2.34% |
$147K - $158K
|
417K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
242KNew |
$3.56M - $3.81M
|
242K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
35KNew |
$515K - $552K
|
35K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
450New |
$6.62K - $7.09K
|
450
$8.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
750+ 83.33% |
$11K - $11.8K
|
1.65K
$30.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33KNew |
$19.6K - $21K
|
1.33K
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-420- 16.71% |
$6.18K - $6.62K
|
2.09K
$38.3K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.6KNew |
$936K - $1M
|
63.6K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
720New |
$10.6K - $11.3K
|
720
$13.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
375+ 3.44% |
$5.52K - $5.91K
|
11.3K
$207K
|
|
|
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
$91.5
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 12.5% |
$1.48K - $1.57K
|
700
$12.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 1.36% |
$2.22K - $2.35K
|
11.2K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-305- 1.27% |
$4.52K - $4.78K
|
23.7K
$434K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 8.35% |
$48.2K - $51K
|
42.2K
$772K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 250.0% |
$22.2K - $23.5K
|
2.1K
$38.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 12.53% |
$22.2K - $23.5K
|
10.5K
$192K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
500New |
$7.42K - $7.84K
|
500
$9.15K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 38.89% |
$26K - $27.4K
|
2.75K
$50.3K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10Closed |
$147 - $195
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$7.33K - $9.73K
|
500
$9.15K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-275- 2.49% |
$4.03K - $5.35K
|
10.8K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-939- 7.19% |
$13.8K - $18.3K
|
12.1K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.25K- 39.92% |
$106K - $141K
|
10.9K
$200K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
727New |
$10.7K - $14.1K
|
727
$13.3K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.26K+ 14.34% |
$121K - $161K
|
65.9K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
510New |
$7.47K - $9.92K
|
510
$9.33K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
4.38K+ 42.35% |
$64.1K - $85.1K
|
14.7K
$269K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 12.72% |
$23.2K - $30.8K
|
10.9K
$199K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.5KNew |
$273K - $309K
|
17.5K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-395- 2.13% |
$6.17K - $6.97K
|
18.1K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.3KNew |
$177K - $200K
|
11.3K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.86KNew |
$44.7K - $50.5K
|
2.86K
$52.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
225New |
$3.51K - $3.97K
|
225
$4.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
342New |
$5.34K - $6.04K
|
342
$6.26K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.41K- 70.25% |
$21.9K - $24.8K
|
595
$10.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.01K- 66.8% |
$15.7K - $17.8K
|
500
$9.15K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.41KNew |
$22K - $24.9K
|
1.41K
$25.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
500New |
$7.81K - $8.83K
|
500
$9.15K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
461New |
$7.2K - $8.14K
|
461
$8.44K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$7.81K - $8.83K
|
500
$9.15K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
10New |
$156 - $177
|
10
$183
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.34K+ 5.66% |
$55.4K - $68.7K
|
62.4K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.2KNew |
$19.9K - $24.7K
|
1.2K
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
247New |
$4.1K - $5.08K
|
247
$4.52K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152New |
$2.52K - $3.13K
|
152
$2.78K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$38.1K - $47.3K
|
2.3K
$42.1K
|
|