Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 98.81% |
$1.44K - $1.62K
|
1
$18.7
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-110K- 17.08% |
$1.82M - $2.01M
|
532K
$9.94M
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.58K- 2.55% |
$42.9K - $47.3K
|
98.4K
$1.84M
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-968- 3.52% |
$16.1K - $17.8K
|
26.6K
$497K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-600- 40.0% |
$9.99K - $11K
|
900
$16.8K
|
|
Q1 2024 | |||||||
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.4K- 50.74% |
$187K - $205K
|
11.1K
$207K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 8.24% |
$26.9K - $29.6K
|
18.3K
$342K
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-750- 2.5% |
$12.3K - $13.5K
|
29.3K
$547K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-572- 1.55% |
$9.39K - $10.3K
|
36.4K
$680K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-397- 28.42% |
$6.51K - $7.15K
|
1K
$18.7K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-248- 99.2% |
$4.07K - $4.47K
|
2
$37.4
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-4.27K- 11.55% |
$59.6K - $70.5K
|
32.7K
$611K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.83K- 26.07% |
$25.5K - $30.2K
|
5.18K
$96.8K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.1K- 41.12% |
$15.4K - $18.2K
|
1.58K
$29.5K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-670- 9.61% |
$9.35K - $11.1K
|
6.3K
$118K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91- 0.71% |
$1.27K - $1.5K
|
12.8K
$239K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-420- 16.71% |
$6.18K - $6.62K
|
2.09K
$39.1K
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 38.89% |
$26K - $27.4K
|
2.75K
$51.4K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 12.53% |
$22.2K - $23.5K
|
10.5K
$196K
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-305- 1.27% |
$4.52K - $4.78K
|
23.7K
$443K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 12.5% |
$1.48K - $1.57K
|
700
$13.1K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.25K- 39.92% |
$106K - $141K
|
10.9K
$204K
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 12.72% |
$23.2K - $30.8K
|
10.9K
$203K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-939- 7.19% |
$13.8K - $18.3K
|
12.1K
$227K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-275- 2.49% |
$4.03K - $5.35K
|
10.8K
$201K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10Closed |
$147 - $195
|
0
$0
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.41K- 70.25% |
$21.9K - $24.8K
|
595
$11.1K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.01K- 66.8% |
$15.7K - $17.8K
|
500
$9.35K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-395- 2.13% |
$6.17K - $6.97K
|
18.1K
$339K
|
|
Q3 2022 | |||||||
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.1K- 31.82% |
$101K - $125K
|
13.1K
$244K
|
|
Q2 2022 | |||||||
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-47.3KClosed |
$836K - $1.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-23.8KClosed |
$421K - $527K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.1KClosed |
$197K - $246K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10KClosed |
$178K - $222K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.87KClosed |
$175K - $218K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.7KClosed |
$172K - $215K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.46KClosed |
$167K - $209K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-6.17KClosed |
$109K - $137K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.87K- 89.2% |
$33K - $41.3K
|
226
$4.23K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 22.22% |
$17.7K - $22.1K
|
3.5K
$65.5K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-835Closed |
$14.8K - $18.5K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-22.2KClosed |
$451K - $549K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-16.7KClosed |
$339K - $412K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.55KClosed |
$194K - $236K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.51KClosed |
$173K - $210K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.51KClosed |
$71.2K - $86.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-1.23KClosed |
$24.9K - $30.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1KClosed |
$20.3K - $24.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-804Closed |
$16.3K - $19.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-400- 50.0% |
$8.12K - $9.88K
|
400
$7.48K
|