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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 2.9% |
$2.52K - $3.06K
|
4.41K
$79.6K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
115+ 0.66% |
$2.33K - $2.84K
|
17.7K
$319K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
92+ 0.93% |
$1.87K - $2.27K
|
9.97K
$180K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63New |
$1.28K - $1.56K
|
63
$1.14K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
32+ 1.55% |
$650 - $790
|
2.09K
$37.8K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.04% |
$244 - $296
|
30.3K
$547K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.72% |
$183 - $222
|
533
$9.63K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 1.78% |
$142 - $173
|
401
$7.24K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$20.3 - $24.7
|
9.36K
$169K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3Closed |
$60.9 - $74.1
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5- 0.02% |
$102 - $124
|
27.9K
$504K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52- 0.26% |
$1.06K - $1.28K
|
20K
$360K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-69Closed |
$1.4K - $1.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-85- 0.44% |
$1.73K - $2.1K
|
19.5K
$351K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-238- 45.08% |
$4.83K - $5.88K
|
290
$5.24K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-277- 0.53% |
$5.62K - $6.84K
|
52.5K
$948K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-356- 2.7% |
$7.23K - $8.79K
|
12.9K
$232K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-400- 50.0% |
$8.12K - $9.88K
|
400
$7.22K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-416- 1.42% |
$8.44K - $10.3K
|
28.9K
$523K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-447- 0.98% |
$9.07K - $11K
|
45.3K
$818K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-463- 4.81% |
$9.4K - $11.4K
|
9.16K
$165K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-474- 0.87% |
$9.62K - $11.7K
|
53.8K
$971K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-804Closed |
$16.3K - $19.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-929- 5.18% |
$18.9K - $22.9K
|
17K
$307K
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1KClosed |
$20.3K - $24.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-1.23KClosed |
$24.9K - $30.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.6K- 7.54% |
$32.5K - $39.5K
|
19.6K
$354K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 7.12% |
$35K - $42.6K
|
22.5K
$406K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.86K- 16.15% |
$37.8K - $46K
|
9.66K
$175K
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2K- 12.35% |
$40.6K - $49.4K
|
14.2K
$256K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.13KClosed |
$43.2K - $52.5K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.46K- 2.76% |
$50K - $60.8K
|
86.9K
$1.57M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.48K- 4.01% |
$50.4K - $61.3K
|
59.4K
$1.07M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.76K- 8.93% |
$56K - $68.2K
|
28.1K
$508K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.06K- 9.96% |
$62.2K - $75.7K
|
27.7K
$500K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.51KClosed |
$71.2K - $86.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.76K- 10.97% |
$76.3K - $92.9K
|
30.5K
$551K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 24.79% |
$78.8K - $95.9K
|
11.8K
$213K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.92K- 4.9% |
$99.9K - $122K
|
95.5K
$1.73M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.19KClosed |
$146K - $177K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.51KClosed |
$173K - $210K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.14KClosed |
$186K - $226K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.28KClosed |
$188K - $229K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.55KClosed |
$194K - $236K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.93KClosed |
$202K - $245K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 17.23% |
$254K - $309K
|
60.1K
$1.09M
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-16.7KClosed |
$339K - $412K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-18.6K- 6.79% |
$378K - $460K
|
256K
$4.62M
|