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 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.15KClosed |
$26.1K - $27.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-336Closed |
$7.18K - $8.08K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.18KClosed |
$153K - $173K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$21.4K - $24.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.18KClosed |
$25.2K - $28.4K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-350Closed |
$7.48K - $8.42K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.15KClosed |
$23.9K - $25.7K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25KClosed |
$26K - $28K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12KClosed |
$23.2K - $25K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$35.1K - $37.8K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-668Closed |
$13.9K - $15K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11+ 0.12% |
$175 - $240
|
9.2K
$166K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-245Closed |
$3.89K - $5.35K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.33KClosed |
$37K - $50.8K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.67KClosed |
$154K - $211K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.52KClosed |
$24.1K - $33.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$198K - $430K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5KClosed |
$131K - $285K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-8.83KClosed |
$206K - $214K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-470KClosed |
$10.9M - $11.4M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-875Closed |
$20.4K - $21.2K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-759Closed |
$17.7K - $18.4K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4KClosed |
$32.6K - $34K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-836Closed |
$19.5K - $20.3K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.45KClosed |
$57.1K - $59.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.74KClosed |
$218K - $233K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.1KClosed |
$24.7K - $26.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-7.88KClosed |
$177K - $188K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-11KClosed |
$246K - $262K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1KClosed |
$24.7K - $26.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
23+ 1.75% |
$516 - $550
|
1.34K
$24.2K
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.24KClosed |
$26.5K - $28.4K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-15.9KClosed |
$341K - $365K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-4KClosed |
$85.6K - $91.7K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-535Closed |
$11.5K - $12.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-26.4KClosed |
$529K - $578K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4KClosed |
$80.3K - $87.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-174KClosed |
$3.49M - $3.82M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-148KClosed |
$2.98M - $3.26M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-100Closed |
$2.01K - $2.2K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-20.1KClosed |
$403K - $441K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-800Closed |
$16.1K - $17.6K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Wela Strategies, Inc.
|
SELL
|
- |
-42.2KClosed |
$848K - $927K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1KClosed |
$20.1K - $22K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11KClosed |
$220K - $240K
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Sound Income Strategies, LLC
|
SELL
|
- |
-500Closed |
$10K - $11K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-90.9KClosed |
$1.66M - $1.93M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-21KClosed |
$384K - $446K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11Closed |
$201 - $234
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.74KClosed |
$178K - $207K
|
0
$0
|
|