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 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.15K+ 29.76% |
$69.1K - $76.2K
|
18.1K
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31K+ 3.51% |
$55K - $60.7K
|
97.6K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$42.8K - $47.2K
|
2.57K
$46.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$16.7K - $18.4K
|
1K
$18.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$3.08K - $3.4K
|
185
$3.34K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
106+ 1.61% |
$1.76K - $1.95K
|
6.7K
$121K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73New |
$1.22K - $1.34K
|
73
$1.32K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$16.7 - $18.4
|
1
$18.1
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27KNew |
$443K - $486K
|
27K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$167K - $183K
|
10.2K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10KNew |
$164K - $180K
|
10K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.14K+ 62.15% |
$150K - $165K
|
23.9K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.88KNew |
$47.2K - $51.8K
|
2.88K
$51.9K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.51K+ 222.96% |
$24.7K - $27.1K
|
2.18K
$39.4K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1KNew |
$16.4K - $18K
|
1K
$18.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
160New |
$2.63K - $2.88K
|
160
$2.89K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$148 - $162
|
9
$163
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
124K+ 426.25% |
$1.73M - $2.04M
|
153K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$1.45M - $1.72M
|
104K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
62.4KNew |
$872K - $1.03M
|
62.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
56.9KNew |
$794K - $941K
|
56.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
26.1KNew |
$364K - $431K
|
26.1K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.4K+ 8528.13% |
$229K - $271K
|
16.6K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 52.32% |
$160K - $189K
|
33.4K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11KNew |
$154K - $183K
|
11K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
7KNew |
$97.7K - $116K
|
7K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4K+ 16.0% |
$55.8K - $66.1K
|
29K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.59KNew |
$50.1K - $59.3K
|
3.59K
$64.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.5KNew |
$48.9K - $57.9K
|
3.5K
$63.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$7.08K - $8.38K
|
507
$9.16K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 26.67% |
$2.79K - $3.31K
|
950
$17.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
50New |
$698 - $827
|
50
$903
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
33New |
$461 - $545
|
33
$596
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
242KNew |
$3.56M - $3.81M
|
242K
$4.37M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.6KNew |
$936K - $1M
|
63.6K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
35KNew |
$515K - $552K
|
35K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
33.3KNew |
$490K - $525K
|
33.3K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33KNew |
$19.6K - $21K
|
1.33K
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
750+ 83.33% |
$11K - $11.8K
|
1.65K
$29.8K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
720New |
$10.6K - $11.3K
|
720
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
450New |
$6.62K - $7.09K
|
450
$8.13K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
375+ 3.44% |
$5.52K - $5.91K
|
11.3K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 8.35% |
$48.2K - $51K
|
42.2K
$762K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 250.0% |
$22.2K - $23.5K
|
2.1K
$37.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
500New |
$7.42K - $7.84K
|
500
$9.03K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 1.36% |
$2.22K - $2.35K
|
11.2K
$202K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5New |
$74.2 - $78.4
|
5
$90.3
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.7KNew |
$186K - $247K
|
12.7K
$229K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.26K+ 14.34% |
$121K - $161K
|
65.9K
$1.19M
|
|