Latest Institutional Purchases of First Trust Intermediate Duration Preferred & Income Fund (FPF)
This list provides information on the latest institutional transactions involving First Trust Intermediate Duration Preferred & Income Fund (FPF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
287K+ 3.56% |
$4.71M - $5.4M
|
8.35M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
255K+ 76.18% |
$4.2M - $4.81M
|
591K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
114K+ 17.31% |
$1.88M - $2.15M
|
774K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.8K+ 80.44% |
$1.05M - $1.2M
|
143K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
47.3KNew |
$776K - $889K
|
47.3K
$912K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7KNew |
$701K - $803K
|
42.7K
$823K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
37.9K+ 366.34% |
$623K - $713K
|
48.3K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35K+ 59.29% |
$575K - $659K
|
94K
$1.81M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 20.75% |
$400K - $458K
|
142K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 3.07% |
$377K - $432K
|
770K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.6KNew |
$372K - $426K
|
22.6K
$437K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.4K+ 4.75% |
$303K - $347K
|
407K
$7.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$302K - $345K
|
18.4K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.2KNew |
$283K - $324K
|
17.2K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.7KNew |
$225K - $258K
|
13.7K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 18.46% |
$205K - $235K
|
80K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.5KNew |
$205K - $235K
|
12.5K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1K+ 7.47% |
$165K - $189K
|
145K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.83K+ 11.2% |
$129K - $147K
|
77.8K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.81KNew |
$62.6K - $71.7K
|
3.81K
$73.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.56KNew |
$42.1K - $48.2K
|
2.56K
$49.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.89K+ 12.85% |
$31.1K - $35.6K
|
16.6K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.81K+ 2.81% |
$29.7K - $34K
|
66.1K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.33K+ 3.3% |
$21.8K - $25K
|
41.6K
$802K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 18.16% |
$17.5K - $20K
|
6.93K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
859+ 4.61% |
$14.1K - $16.2K
|
19.5K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
642+ 1.98% |
$10.5K - $12.1K
|
33K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
545+ 0.38% |
$8.95K - $10.3K
|
144K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
515+ 0.74% |
$8.46K - $9.69K
|
69.7K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
348+ 1.37% |
$5.72K - $6.55K
|
25.7K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
340+ 0.42% |
$5.59K - $6.4K
|
82.3K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
292+ 4.45% |
$4.8K - $5.5K
|
6.86K
$132K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
276New |
$4.53K - $5.19K
|
276
$5.33K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
236New |
$3.88K - $4.44K
|
236
$4.55K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
164New |
$2.69K - $3.09K
|
164
$3.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
159New |
$2.61K - $2.99K
|
159
$3.07K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142New |
$2.33K - $2.67K
|
142
$2.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109+ 0.46% |
$1.79K - $2.05K
|
23.7K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99+ 24.75% |
$1.63K - $1.86K
|
499
$9.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94+ 0.71% |
$1.54K - $1.77K
|
13.4K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.32% |
$263 - $301
|
706
$13.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12+ 0.01% |
$197 - $226
|
158K
$3.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.74% |
$65.7 - $75.3
|
547
$10.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.01% |
$32.9 - $37.6
|
20.5K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.8KNew |
$589K - $620K
|
32.8K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$212K - $223K
|
11.8K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.43K+ 98.28% |
$25.6K - $26.9K
|
2.88K
$55.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800+ 84.21% |
$14.4K - $15.1K
|
1.75K
$33.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
500New |
$8.98K - $9.45K
|
500
$9.65K
|
|