Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 2.99% |
$3.31M - $3.63M
|
6.94M
$125M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 2.99% |
$3.31M - $3.63M
|
6.94M
$125M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
189KNew |
$3.1M - $3.41M
|
189K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 22.04% |
$2.7M - $2.96M
|
911K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
111K+ 16.83% |
$1.83M - $2.01M
|
773K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
89.5KNew |
$1.47M - $1.61M
|
89.5K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.8K+ 8.12% |
$703K - $772K
|
570K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.4K+ 8.19% |
$663K - $728K
|
534K
$9.64M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
34.1K+ 29.47% |
$559K - $614K
|
150K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27KNew |
$443K - $486K
|
27K
$487K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2KNew |
$413K - $454K
|
25.2K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.9K+ 68.28% |
$408K - $448K
|
61.3K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 15.27% |
$316K - $347K
|
145K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 158.96% |
$249K - $273K
|
24.7K
$446K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.8K+ 7.72% |
$226K - $248K
|
192K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.4K+ 28.92% |
$220K - $242K
|
59.9K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 8.53% |
$179K - $196K
|
139K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 8.34% |
$179K - $196K
|
142K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$174K - $191K
|
10.6K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$167K - $183K
|
10.2K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10KNew |
$164K - $180K
|
10K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.14K+ 62.15% |
$150K - $165K
|
23.9K
$431K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.74K+ 20.04% |
$127K - $139K
|
46.4K
$838K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.6KNew |
$108K - $119K
|
6.6K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.41K+ 5.59% |
$105K - $115K
|
121K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 5.66% |
$73.3K - $80.4K
|
83.4K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.47K+ 2.05% |
$56.9K - $62.5K
|
172K
$3.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.43K+ 1.65% |
$56.3K - $61.7K
|
211K
$3.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.39K+ 5.88% |
$55.7K - $61.1K
|
61.1K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.93K+ 3.47% |
$48K - $52.7K
|
87.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.88KNew |
$47.2K - $51.8K
|
2.88K
$51.9K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.5K+ 14.11% |
$41.1K - $45.1K
|
20.2K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.11K+ 16.62% |
$34.7K - $38.1K
|
14.8K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 4.01% |
$27.2K - $29.8K
|
42.9K
$775K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.51K+ 222.96% |
$24.7K - $27.1K
|
2.18K
$39.4K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.32K+ 1.94% |
$21.6K - $23.7K
|
69K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.19K+ 9.33% |
$19.5K - $21.4K
|
13.9K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15KNew |
$18.9K - $20.7K
|
1.15K
$20.8K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1KNew |
$16.4K - $18K
|
1K
$18.1K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
769+ 0.92% |
$12.6K - $13.8K
|
84.2K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
666+ 1.99% |
$10.9K - $12K
|
34.1K
$615K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
583+ 6.72% |
$9.57K - $10.5K
|
9.26K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
462+ 65.25% |
$7.58K - $8.32K
|
1.17K
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
172+ 1.09% |
$2.82K - $3.1K
|
15.9K
$287K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
160New |
$2.63K - $2.88K
|
160
$2.89K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
149+ 1.01% |
$2.45K - $2.68K
|
14.8K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.42% |
$1.64K - $1.8K
|
23.9K
$431K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
76+ 1.52% |
$1.25K - $1.37K
|
5.09K
$92K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
75+ 60.0% |
$1.23K - $1.35K
|
200
$3.61K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
65+ 0.24% |
$1.07K - $1.17K
|
26.7K
$482K
|