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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.7KNew |
$225K - $258K
|
13.7K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.5KNew |
$205K - $235K
|
12.5K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.81KNew |
$62.6K - $71.7K
|
3.81K
$71.9K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
246K+ 276.43% |
$4.42M - $4.65M
|
335K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.8K+ 125.17% |
$1.43M - $1.51M
|
143K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
74K+ 23.53% |
$1.33M - $1.4M
|
389K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 0.92% |
$1.32M - $1.39M
|
8.06M
$152M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.2K+ 7.66% |
$954K - $1M
|
747K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.8KNew |
$589K - $620K
|
32.8K
$619K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 81.6% |
$476K - $501K
|
59K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.2K+ 3.47% |
$471K - $495K
|
781K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.6K+ 18.43% |
$442K - $465K
|
158K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 28.41% |
$315K - $332K
|
79.4K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.6KNew |
$280K - $295K
|
15.6K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$212K - $223K
|
11.8K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 46.69% |
$145K - $152K
|
25.3K
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.78K+ 5.14% |
$122K - $128K
|
139K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.72K+ 5.89% |
$103K - $108K
|
103K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.53K+ 4.0% |
$99.3K - $105K
|
144K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.08K+ 46.73% |
$91.2K - $95.9K
|
15.9K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 7.8% |
$87.7K - $92.3K
|
67.5K
$1.27M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 154.91% |
$64K - $67.3K
|
5.86K
$111K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.88K+ 4.68% |
$51.6K - $54.3K
|
64.3K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65K+ 8.1% |
$47.5K - $50K
|
35.3K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.43K+ 98.28% |
$25.6K - $26.9K
|
2.88K
$54.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
970+ 11.55% |
$17.4K - $18.3K
|
9.37K
$177K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800+ 84.21% |
$14.4K - $15.1K
|
1.75K
$33K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
500New |
$8.98K - $9.45K
|
500
$9.44K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
486+ 0.42% |
$8.72K - $9.18K
|
116K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
350New |
$6.28K - $6.61K
|
350
$6.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
289+ 1.58% |
$5.19K - $5.46K
|
18.6K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
275+ 27.5% |
$4.94K - $5.19K
|
1.28K
$24.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
253New |
$4.54K - $4.78K
|
253
$4.77K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
233New |
$4.18K - $4.4K
|
233
$4.4K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
230+ 27.68% |
$4.13K - $4.34K
|
1.06K
$20K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135+ 0.92% |
$2.42K - $2.55K
|
14.7K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 0.53% |
$2.24K - $2.36K
|
23.5K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112+ 153.42% |
$2.01K - $2.12K
|
185
$3.49K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
80New |
$1.44K - $1.51K
|
80
$1.51K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43+ 0.09% |
$772 - $812
|
45.9K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.11% |
$503 - $529
|
24.6K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.37% |
$287 - $302
|
690
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 2.26% |
$215 - $227
|
543
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35.2KNew |
$630K - $687K
|
35.2K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.4KNew |
$471K - $514K
|
26.4K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.3KNew |
$292K - $318K
|
16.3K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.5KNew |
$278K - $303K
|
15.5K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$264K - $288K
|
14.8K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$217K
|
|