Purchases and Sales Made in Q1 2022 in First Trust Intermediate Duration Preferred & Income Fund (FPF)
This table provides information about the institutional ownership of First Trust Intermediate Duration Preferred & Income Fund (FPF) during Q1 2022. The information is specifically focused on institutions that hold shares of First Trust Intermediate Duration Preferred & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
417K+ 8.89% |
$8.46M - $10.3M
|
5.1M
$92.2M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146KNew |
$2.97M - $3.61M
|
146K
$2.64M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96.3K+ 73.31% |
$1.96M - $2.38M
|
228K
$4.11M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
84.6K+ 12.42% |
$1.72M - $2.09M
|
765K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.2K+ 12.93% |
$1.04M - $1.26M
|
447K
$8.07M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
45.9K+ 40.77% |
$933K - $1.13M
|
159K
$2.86M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45.7K+ 108.71% |
$928K - $1.13M
|
87.8K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.9K+ 47.12% |
$912K - $1.11M
|
140K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.3KNew |
$575K - $700K
|
28.3K
$512K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
23.8KNew |
$483K - $588K
|
23.8K
$430K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20K+ 32.92% |
$406K - $494K
|
80.7K
$1.46M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.3KNew |
$350K - $426K
|
17.3K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 4.35% |
$285K - $346K
|
337K
$6.08M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.4K+ 18.65% |
$212K - $257K
|
66.3K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.79KNew |
$199K - $242K
|
9.79K
$177K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.7KNew |
$197K - $240K
|
9.7K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$192K - $234K
|
9.46K
$171K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$184K - $224K
|
9.05K
$163K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.69K+ 31.04% |
$156K - $190K
|
32.5K
$586K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.21K+ 5.35% |
$146K - $178K
|
142K
$2.56M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.18K+ 1.99% |
$146K - $177K
|
368K
$6.65M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.99K+ 30.4% |
$142K - $173K
|
30K
$541K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.3K+ 2.3% |
$128K - $156K
|
280K
$5.06M
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
5.25K+ 19.25% |
$107K - $130K
|
32.5K
$587K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 1.42% |
$102K - $124K
|
356K
$6.43M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.83K+ 47.08% |
$98.1K - $119K
|
15.1K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.76K+ 47.68% |
$96.6K - $118K
|
14.7K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.62K+ 6.2% |
$93.7K - $114K
|
79.1K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.5KNew |
$91.4K - $111K
|
4.5K
$81.3K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.86K+ 14.86% |
$78.3K - $95.3K
|
29.8K
$539K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.19K+ 19.05% |
$64.7K - $78.7K
|
19.9K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.19K+ 19.05% |
$64.7K - $78.7K
|
19.9K
$360K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.81K+ 4.82% |
$57K - $69.4K
|
61.1K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.39K+ 8.91% |
$48.6K - $59.1K
|
29.2K
$528K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
2.38K+ 7.0% |
$48.4K - $58.8K
|
36.4K
$658K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 11.22% |
$46.3K - $56.4K
|
22.6K
$409K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 20.19% |
$46.2K - $56.2K
|
13.6K
$245K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.16K+ 53.69% |
$43.8K - $53.3K
|
6.17K
$111K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.32K+ 11.15% |
$26.7K - $32.5K
|
13.1K
$237K
|
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.08K+ 0.24% |
$21.8K - $26.6K
|
454K
$8.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.06K+ 11.75% |
$21.4K - $26.1K
|
10K
$181K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 266.67% |
$20.3K - $24.7K
|
1.38K
$24.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1KNew |
$20.3K - $24.7K
|
1K
$18.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
843+ 9.34% |
$17.1K - $20.8K
|
9.87K
$178K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
835New |
$17K - $20.6K
|
835
$15.1K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
804+ 2.68% |
$16.3K - $19.9K
|
30.8K
$556K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
484+ 3.99% |
$9.83K - $12K
|
12.6K
$228K
|
|
|
Apr 26, 2022
Q1 2022
|
Delta Capital Management LLC
|
BUY
|
- |
270+ 0.91% |
$5.48K - $6.67K
|
30K
$542K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
210+ 1.92% |
$4.26K - $5.19K
|
11.1K
$201K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
135New |
$2.74K - $3.33K
|
135
$2.44K
|