Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-939- 7.19% |
$13.8K - $18.3K
|
12.1K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.05K- 0.17% |
$15.4K - $20.4K
|
628K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.28K- 15.54% |
$18.8K - $24.9K
|
6.97K
$126K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.42K- 5.16% |
$20.8K - $27.6K
|
26.1K
$472K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.5K- 4.14% |
$22K - $29.2K
|
34.8K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 12.72% |
$23.2K - $30.8K
|
10.9K
$196K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.67K- 1.96% |
$24.5K - $32.5K
|
83.6K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.87K- 2.24% |
$27.5K - $36.4K
|
81.9K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 5.91% |
$29.3K - $39K
|
31.9K
$576K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.11K- 14.89% |
$31K - $41.1K
|
12.1K
$218K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.54K- 9.18% |
$37.3K - $49.5K
|
25.2K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.75K- 15.46% |
$40.3K - $53.5K
|
15K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.15K- 17.36% |
$46.1K - $61.2K
|
15K
$271K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.31K- 9.19% |
$48.4K - $64.3K
|
32.7K
$590K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.41K- 3.76% |
$49.9K - $66.3K
|
87.3K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.63K- 17.55% |
$53.2K - $70.6K
|
17K
$308K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.71K- 3.77% |
$54.4K - $72.2K
|
94.6K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.58K- 0.9% |
$67K - $89K
|
505K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.94K- 36.78% |
$72.3K - $96K
|
8.49K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5.06K- 11.49% |
$74.1K - $98.3K
|
38.9K
$703K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.71K- 45.66% |
$83.7K - $111K
|
6.8K
$123K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.1K- 1.41% |
$89.4K - $119K
|
427K
$7.71M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.38K- 5.79% |
$93.4K - $124K
|
104K
$1.87M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.69K- 61.11% |
$97.9K - $130K
|
4.26K
$76.8K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.25K- 39.92% |
$106K - $141K
|
10.9K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.04K- 17.13% |
$132K - $176K
|
43.7K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.6K- 1.25% |
$155K - $205K
|
837K
$15.1M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13.2K- 49.95% |
$193K - $256K
|
13.2K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-14.6K- 50.3% |
$213K - $283K
|
14.4K
$260K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.1K- 10.08% |
$235K - $312K
|
143K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.3K- 70.89% |
$444K - $589K
|
12.4K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.8K- 12.23% |
$744K - $988K
|
364K
$6.58M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-57.7K- 6.92% |
$845K - $1.12M
|
776K
$14M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-61.6K- 11.62% |
$902K - $1.2M
|
468K
$8.46M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-168K- 58.53% |
$2.45M - $3.26M
|
119K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-396K- 99.37% |
$5.8M - $7.69M
|
2.51K
$45.4K
|