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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
413K+ 5.72% |
$7.16M - $8.06M
|
7.63M
$138M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
174K+ 1279.9% |
$3.02M - $3.4M
|
188K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.7KNew |
$1.17M - $1.32M
|
67.7K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.2K+ 6.74% |
$1.04M - $1.18M
|
953K
$17.2M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 61.28% |
$870K - $980K
|
132K
$2.39M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.6KNew |
$617K - $695K
|
35.6K
$643K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$572K - $644K
|
33K
$596K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
32.1KNew |
$557K - $627K
|
32.1K
$580K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 69.65% |
$525K - $591K
|
73.8K
$1.33M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.3K+ 9.04% |
$456K - $513K
|
317K
$5.73M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 3.8% |
$447K - $503K
|
704K
$12.7M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 3.5% |
$387K - $435K
|
660K
$11.9M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.5K+ 22.6% |
$373K - $420K
|
117K
$2.11M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.3KNew |
$353K - $397K
|
20.3K
$367K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.8K+ 9.67% |
$343K - $387K
|
225K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 15.91% |
$267K - $301K
|
112K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2KNew |
$246K - $277K
|
14.2K
$256K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.3KNew |
$196K - $221K
|
11.3K
$204K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.2K+ 2182.81% |
$194K - $218K
|
11.7K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.4KNew |
$180K - $203K
|
10.4K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.99K+ 5.73% |
$139K - $156K
|
147K
$2.66M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.59K+ 7.82% |
$114K - $129K
|
90.8K
$1.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 14.42% |
$83K - $93.5K
|
38K
$686K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.18KNew |
$55.1K - $62K
|
3.18K
$57.3K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.11K+ 12.1% |
$54K - $60.8K
|
28.8K
$521K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.9K+ 4.64% |
$50.3K - $56.6K
|
65.4K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.63K+ 8.28% |
$45.6K - $51.4K
|
34.4K
$621K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 4.04% |
$43.2K - $48.6K
|
64.1K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 9.78% |
$37.3K - $42K
|
24.1K
$436K
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 14.32% |
$37.2K - $41.9K
|
17.1K
$309K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.78KNew |
$30.8K - $34.7K
|
1.78K
$32.1K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.58K+ 3.83% |
$27.4K - $30.9K
|
42.8K
$773K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 23.57% |
$21.3K - $24K
|
6.43K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 20960.0% |
$18.2K - $20.5K
|
1.05K
$19K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1K+ 11.87% |
$17.3K - $19.5K
|
9.43K
$170K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
752+ 0.96% |
$13K - $14.7K
|
79.3K
$1.43M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
508New |
$8.81K - $9.92K
|
508
$9.17K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
480+ 41.74% |
$8.32K - $9.37K
|
1.63K
$29.4K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
453+ 0.71% |
$7.86K - $8.85K
|
64.2K
$1.16M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 1.96% |
$6.94K - $7.81K
|
20.8K
$376K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$3.81K - $4.3K
|
220
$3.97K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
200New |
$3.47K - $3.91K
|
200
$3.61K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
193+ 0.62% |
$3.35K - $3.77K
|
31.6K
$570K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
180+ 0.83% |
$3.12K - $3.52K
|
21.8K
$394K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 14.29% |
$867 - $977
|
400
$7.22K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.33% |
$260 - $293
|
660
$11.9K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.02% |
$191 - $215
|
47.6K
$860K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.6K+ 2.27% |
$293K - $323K
|
790K
$14.3M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11KNew |
$183K - $202K
|
11K
$198K
|