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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-302- 0.13% |
$5.42K - $5.7K
|
234K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 23.81% |
$8.98K - $9.45K
|
1.6K
$30.1K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-600- 5.5% |
$10.8K - $11.3K
|
10.3K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-770- 1.26% |
$13.8K - $14.5K
|
60.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-836- 8.81% |
$15K - $15.8K
|
8.65K
$163K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-995- 4.62% |
$17.9K - $18.8K
|
20.5K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.3K- 15.57% |
$23.3K - $24.6K
|
7.05K
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.49K- 10.04% |
$26.7K - $28.1K
|
13.3K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 3.37% |
$26.7K - $28.1K
|
42.7K
$803K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.5K- 50.0% |
$26.9K - $28.3K
|
1.5K
$28.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.75K- 6.12% |
$31.4K - $33.1K
|
26.9K
$506K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.8K- 1.63% |
$32.3K - $34K
|
109K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.81K- 1.33% |
$32.5K - $34.2K
|
135K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.2K- 6.24% |
$39.6K - $41.6K
|
33.1K
$623K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.5K- 8.38% |
$44.9K - $47.2K
|
27.3K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.76K- 3.69% |
$49.5K - $52.1K
|
72K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.87K- 1.65% |
$51.5K - $54.2K
|
171K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.96K- 7.8% |
$53K - $55.8K
|
34.9K
$657K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.16K- 96.93% |
$56.7K - $59.6K
|
100
$1.88K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.63K- 10.09% |
$65.2K - $68.6K
|
32.4K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.43K- 0.54% |
$97.4K - $102K
|
1M
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 40.18% |
$212K - $223K
|
17.6K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.3K- 57.0% |
$238K - $251K
|
10K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.7K- 15.9% |
$389K - $409K
|
115K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-23.2K- 24.93% |
$417K - $439K
|
69.9K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-26.7K- 13.82% |
$479K - $504K
|
166K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-55.8K- 13.39% |
$1M - $1.05M
|
361K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-61.5K- 56.61% |
$1.1M - $1.16M
|
47.1K
$887K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-171K- 20.63% |
$3.08M - $3.24M
|
660K
$12.4M
|