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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 4.68% |
$6.38M - $6.95M
|
7.99M
$150M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
171K+ 25.93% |
$3.06M - $3.33M
|
831K
$15.6M
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
109KNew |
$1.94M - $2.12M
|
109K
$2.04M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97.2KNew |
$1.74M - $1.89M
|
97.2K
$1.82M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.5K+ 5.82% |
$992K - $1.08M
|
1.01M
$18.9M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.9K+ 7.24% |
$910K - $992K
|
755K
$14.2M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35.2KNew |
$630K - $687K
|
35.2K
$661K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.9K+ 5.14% |
$606K - $661K
|
694K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.4KNew |
$471K - $514K
|
26.4K
$495K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.4K+ 19.09% |
$383K - $418K
|
134K
$2.51M
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.3KNew |
$292K - $318K
|
16.3K
$306K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.5KNew |
$278K - $303K
|
15.5K
$292K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$264K - $288K
|
14.8K
$277K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 61.25% |
$240K - $261K
|
35.3K
$662K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 65.92% |
$232K - $253K
|
32.7K
$613K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$215K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11KNew |
$197K - $215K
|
11K
$207K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$179K - $195K
|
10K
$188K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.65K+ 4.3% |
$172K - $188K
|
234K
$4.39M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.35KNew |
$149K - $163K
|
8.35K
$157K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.1K+ 19.94% |
$127K - $138K
|
42.7K
$801K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.35K+ 29.09% |
$113K - $124K
|
28.2K
$529K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.15K+ 40.54% |
$92K - $100K
|
17.8K
$335K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.12K+ 7.99% |
$91.5K - $99.7K
|
69.2K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.01K+ 6.94% |
$71.7K - $78.2K
|
61.8K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.79K+ 9.01% |
$67.7K - $73.8K
|
45.9K
$860K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.68K+ 12.76% |
$65.7K - $71.7K
|
32.5K
$610K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.57K+ 11.02% |
$63.8K - $69.6K
|
36K
$675K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45K+ 10.03% |
$61.7K - $67.2K
|
37.9K
$710K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.18K+ 2.84% |
$56.8K - $62K
|
115K
$2.16M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.13K+ 2.43% |
$55.9K - $60.9K
|
132K
$2.47M
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.69KNew |
$48.1K - $52.4K
|
2.69K
$50.5K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.72K+ 13.16% |
$30.8K - $33.6K
|
14.8K
$278K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.5KNew |
$26.8K - $29.2K
|
1.5K
$28.1K
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.06KNew |
$18.9K - $20.6K
|
1.06K
$19.8K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
950New |
$17K - $18.5K
|
950
$17.8K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
920+ 5.28% |
$16.4K - $17.9K
|
18.3K
$344K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
700+ 2.93% |
$12.5K - $13.6K
|
24.6K
$461K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
429+ 3.03% |
$7.67K - $8.36K
|
14.6K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
397New |
$7.09K - $7.73K
|
397
$7.45K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
215New |
$3.84K - $4.19K
|
215
$4.03K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
146+ 0.85% |
$2.61K - $2.84K
|
17.3K
$324K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 2.11% |
$2.43K - $2.65K
|
6.57K
$123K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
108+ 6.63% |
$1.93K - $2.1K
|
1.74K
$32.6K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 25.0% |
$1.79K - $1.95K
|
500
$9.38K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
56+ 0.59% |
$1K - $1.09K
|
9.49K
$178K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
46New |
$822 - $896
|
46
$863
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.12% |
$250 - $273
|
674
$12.6K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 2.31% |
$214 - $234
|
531
$9.96K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|