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 |
|---|---|---|---|---|---|---|---|
|
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
$25.1K
|
|
| 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
|
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 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-26.4KClosed |
$529K - $578K
|
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
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-21KClosed |
$384K - $446K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.74KClosed |
$178K - $207K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11Closed |
$201 - $234
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-90.9KClosed |
$1.66M - $1.93M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-243KClosed |
$4.45M - $5.17M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-24.1KClosed |
$441K - $512K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-550Closed |
$10.1K - $11.7K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
M&T Bank Corp
|
SELL
|
- |
-12.1KClosed |
$221K - $257K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Robinson Capital Management, LLC
|
SELL
|
- |
-11.5KClosed |
$246K - $256K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
65.6KNew |
$1.4M - $1.46M
|
65.6K
$1.23M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-178Closed |
$3.8K - $3.97K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-66Closed |
$1.41K - $1.47K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-24.6KClosed |
$525K - $548K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Transform Wealth, LLC
|
SELL
|
- |
-11.1KClosed |
$237K - $247K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4KClosed |
$85.5K - $89.2K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Lvw Advisors, LLC
|
SELL
|
- |
-9.1KClosed |
$196K - $210K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.85KClosed |
$65K - $69.3K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Pittenger & Anderson Inc
|
SELL
|
- |
-900Closed |
$20.5K - $21.9K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.53KClosed |
$34.9K - $37.2K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-907Closed |
$20.7K - $22K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$68K - $70.2K
|
2.8K
$52.6K
|
|
| Q3 2017 | |||||||
|
Nov 01, 2017
Q3 2017
|
Mcia Inc
|
SELL
|
- |
-1.26KClosed |
$29.9K - $31.4K
|
0
$0
|
|
|
Oct 23, 2017
Q3 2017
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.8KClosed |
$209K - $219K
|
0
$0
|
|
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
1.84KNew |
$43.5K - $45.7K
|
1.84K
$34.5K
|
|
|
Oct 10, 2017
Q3 2017
|
Hollencrest Capital Management
|
BUY
|
- |
13.9KNew |
$329K - $345K
|
13.9K
$260K
|
|
| Q1 2017 | |||||||
|
Dec 21, 2023
Q1 2017
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.65KClosed |
N/A
|
0
$0
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1K- 72.73% |
N/A
|
375
$7.04K
|
|