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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.27% |
$230 - $252
|
630
$11.4K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$148 - $162
|
9
$163
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8+ 0.06% |
$131 - $144
|
13.6K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.0% |
$49.2 - $54
|
102K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$16.4 - $18
|
1
$18.1
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6- 0.01% |
$98.5 - $108
|
61.9K
$1.12M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-200- 0.1% |
$3.28K - $3.6K
|
208K
$3.75M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-248- 99.2% |
$4.07K - $4.47K
|
2
$36.1
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-250- 1.03% |
$4.1K - $4.5K
|
24.1K
$436K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-255- 0.8% |
$4.18K - $4.59K
|
31.7K
$573K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-397- 28.42% |
$6.51K - $7.15K
|
1K
$18.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-436- 3.35% |
$7.15K - $7.85K
|
12.6K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-572- 1.55% |
$9.39K - $10.3K
|
36.4K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-637- 21.09% |
$10.5K - $11.5K
|
2.38K
$43K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-750- 2.5% |
$12.3K - $13.5K
|
29.3K
$528K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-819- 1.81% |
$13.4K - $14.8K
|
44.4K
$802K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-850- 0.83% |
$13.9K - $15.3K
|
101K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-985- 2.89% |
$16.2K - $17.7K
|
33.1K
$598K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.27K- 10.14% |
$20.9K - $22.9K
|
11.3K
$204K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 4.48% |
$23.2K - $25.4K
|
30.1K
$544K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.44K- 3.5% |
$23.7K - $26K
|
39.8K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 8.24% |
$26.9K - $29.6K
|
18.3K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.5K- 8.62% |
$41K - $45K
|
26.5K
$479K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.5K- 16.13% |
$41K - $45K
|
13K
$235K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.26K- 3.34% |
$53.4K - $58.6K
|
94.2K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.9K- 10.3% |
$64K - $70.2K
|
34K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.61K- 12.74% |
$75.7K - $83.1K
|
31.6K
$571K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-8.9K- 5.42% |
$146K - $160K
|
155K
$2.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-11.4K- 50.74% |
$187K - $205K
|
11.1K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.3K- 1.88% |
$202K - $222K
|
641K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 2.59% |
$209K - $229K
|
479K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-18.4K- 40.01% |
$301K - $331K
|
27.5K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-18.7K- 13.14% |
$307K - $336K
|
123K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.3K- 24.01% |
$333K - $366K
|
64.3K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-30.6K- 4.17% |
$502K - $551K
|
703K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44.7K- 11.76% |
$733K - $804K
|
335K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102K- 76.59% |
$1.67M - $1.83M
|
31.1K
$562K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 21.29% |
$2.37M - $2.6M
|
534K
$9.64M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-260K- 50.96% |
$4.27M - $4.68M
|
250K
$4.52M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-278K- 3.86% |
$4.57M - $5.01M
|
6.94M
$125M
|