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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-69Closed |
$1.4K - $1.7K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2021 | |||||||
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-30.6KClosed |
$739K - $778K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11KClosed |
$266K - $280K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.43KClosed |
$228K - $240K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.26KClosed |
$200K - $211K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-8KClosed |
$193K - $204K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.34KClosed |
$56.6K - $59.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-922Closed |
$22.3K - $23.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$12.1K - $12.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-409Closed |
$9.89K - $10.4K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-344Closed |
$8.32K - $8.77K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300Closed |
$7.25K - $7.64K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.3KClosed |
$679K - $715K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.48KClosed |
$36.8K - $38.7K
|
0
$0
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-822- 1.23% |
$20.4K - $21.5K
|
65.9K
$1.23M
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-40KClosed |
$956K - $1.01M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.9KClosed |
$379K - $401K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-715Closed |
$17.1K - $18.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-675Closed |
$16.1K - $17.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-300Closed |
$7.17K - $7.59K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-17Closed |
$406 - $430
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.2KClosed |
$253K - $270K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.84KClosed |
$41.8K - $44.5K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.15KClosed |
$26.1K - $27.8K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-767Closed |
$17.4K - $18.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-133Closed |
$3.02K - $3.21K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-86Closed |
$1.95K - $2.08K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.18KClosed |
$153K - $173K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.18KClosed |
$25.2K - $28.4K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$21.4K - $24.1K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-350Closed |
$7.48K - $8.42K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-336Closed |
$7.18K - $8.08K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$35.1K - $37.8K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25KClosed |
$26K - $28K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.15KClosed |
$23.9K - $25.7K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12KClosed |
$23.2K - $25K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-668Closed |
$13.9K - $15K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.67KClosed |
$154K - $211K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.33KClosed |
$37K - $50.8K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.52KClosed |
$24.1K - $33.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-245Closed |
$3.89K - $5.35K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$198K - $430K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5KClosed |
$131K - $285K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-470KClosed |
$10.9M - $11.4M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-8.83KClosed |
$206K - $214K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.45KClosed |
$57.1K - $59.5K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4KClosed |
$32.6K - $34K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-875Closed |
$20.4K - $21.2K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-836Closed |
$19.5K - $20.3K
|
0
$0
|