Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
246K+ 276.43% |
$4.42M - $4.65M
|
335K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.8K+ 125.17% |
$1.43M - $1.51M
|
143K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
74K+ 23.53% |
$1.33M - $1.4M
|
389K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 0.92% |
$1.32M - $1.39M
|
8.06M
$152M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.2K+ 7.66% |
$954K - $1M
|
747K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.8K+ 60.8% |
$947K - $997K
|
140K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.8KNew |
$589K - $620K
|
32.8K
$618K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 81.6% |
$476K - $501K
|
59K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.2K+ 3.47% |
$471K - $495K
|
781K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.6K+ 18.43% |
$442K - $465K
|
158K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 28.41% |
$315K - $332K
|
79.4K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.6KNew |
$280K - $295K
|
15.6K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$212K - $223K
|
11.8K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 46.69% |
$145K - $152K
|
25.3K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.78K+ 5.14% |
$122K - $128K
|
139K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.72K+ 5.89% |
$103K - $108K
|
103K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.53K+ 4.0% |
$99.3K - $105K
|
144K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.08K+ 46.73% |
$91.2K - $95.9K
|
15.9K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 7.8% |
$87.7K - $92.3K
|
67.5K
$1.27M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 154.91% |
$64K - $67.3K
|
5.86K
$110K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.26KNew |
$58.4K - $61.5K
|
3.26K
$61.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.88K+ 4.68% |
$51.6K - $54.3K
|
64.3K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65K+ 8.1% |
$47.5K - $50K
|
35.3K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.5K+ 100.0% |
$26.9K - $28.3K
|
3K
$56.5K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.43K+ 98.28% |
$25.6K - $26.9K
|
2.88K
$54.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
970+ 11.55% |
$17.4K - $18.3K
|
9.37K
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800+ 84.21% |
$14.4K - $15.1K
|
1.75K
$33K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
562+ 32.34% |
$10.1K - $10.6K
|
2.3K
$43.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
500New |
$8.98K - $9.45K
|
500
$9.42K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
486+ 0.42% |
$8.72K - $9.18K
|
116K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
350New |
$6.28K - $6.61K
|
350
$6.59K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
289+ 1.58% |
$5.19K - $5.46K
|
18.6K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
275+ 27.5% |
$4.94K - $5.19K
|
1.28K
$24K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
253New |
$4.54K - $4.78K
|
253
$4.76K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
233New |
$4.18K - $4.4K
|
233
$4.39K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
230+ 27.68% |
$4.13K - $4.34K
|
1.06K
$20K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135+ 0.92% |
$2.42K - $2.55K
|
14.7K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 0.53% |
$2.24K - $2.36K
|
23.5K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112+ 153.42% |
$2.01K - $2.12K
|
185
$3.48K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
80New |
$1.44K - $1.51K
|
80
$1.51K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43+ 0.09% |
$772 - $812
|
45.9K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.11% |
$503 - $529
|
24.6K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.37% |
$287 - $302
|
690
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 2.26% |
$215 - $227
|
543
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-39- 0.1% |
$700 - $737
|
40.3K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-42- 3.98% |
$754 - $793
|
1.01K
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-85- 0.28% |
$1.53K - $1.61K
|
30.2K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-161- 1.53% |
$2.89K - $3.04K
|
10.3K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 16.67% |
$5.39K - $5.67K
|
1.5K
$28.2K
|