Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54M+ 30.1% |
$27.2M - $34M
|
6.64M
$120M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54M+ 30.1% |
$27.2M - $34M
|
6.64M
$120M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
101K+ 36.1% |
$1.79M - $2.24M
|
382K
$6.89M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.8K+ 8.52% |
$1.39M - $1.74M
|
1M
$18.1M
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23.1KNew |
$409K - $511K
|
23.1K
$417K
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.5KNew |
$398K - $497K
|
22.5K
$406K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 189.35% |
$395K - $493K
|
34.1K
$616K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.3KNew |
$305K - $382K
|
17.3K
$312K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.4KNew |
$290K - $362K
|
16.4K
$295K
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14.6K+ 22.01% |
$258K - $323K
|
80.9K
$1.46M
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$194K - $243K
|
11K
$198K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.33K+ 25.64% |
$147K - $184K
|
40.8K
$737K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.66K+ 45.2% |
$118K - $147K
|
21.4K
$386K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6.54K+ 12.47% |
$116K - $145K
|
59K
$1.07M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.26K+ 20.52% |
$111K - $138K
|
36.8K
$664K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.79KNew |
$102K - $128K
|
5.79K
$104K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.38K+ 26.99% |
$95.2K - $119K
|
25.3K
$457K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.48KNew |
$79.2K - $99K
|
4.48K
$80.9K
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.39K+ 2.77% |
$77.7K - $97.1K
|
163K
$2.94M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.6KNew |
$63.7K - $79.6K
|
3.6K
$65K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.77K+ 0.75% |
$49.1K - $61.3K
|
371K
$6.7M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.74K+ 20.2% |
$48.4K - $60.5K
|
16.3K
$294K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.39KNew |
$42.3K - $52.9K
|
2.39K
$43.2K
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
2.35K+ 7.81% |
$41.5K - $51.9K
|
32.4K
$584K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2KNew |
$35.4K - $44.2K
|
2K
$36.1K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 16.72% |
$26.8K - $33.5K
|
10.6K
$191K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51K+ 8.89% |
$26.7K - $33.4K
|
18.5K
$334K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 4.53% |
$23.9K - $29.9K
|
31.2K
$563K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 1.79% |
$19.3K - $24.2K
|
62.1K
$1.12M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.01KNew |
$17.8K - $22.3K
|
1.01K
$18.2K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
946+ 11.43% |
$16.7K - $20.9K
|
9.22K
$167K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
660+ 2.28% |
$11.7K - $14.6K
|
29.6K
$535K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
500New |
$8.85K - $11.1K
|
500
$9.03K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
500+ 1.36% |
$8.85K - $11.1K
|
37.4K
$675K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
465+ 0.54% |
$8.23K - $10.3K
|
87.3K
$1.58M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
437+ 2.19% |
$7.73K - $9.67K
|
20.4K
$368K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
425+ 1.27% |
$7.52K - $9.4K
|
33.9K
$613K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
420+ 164.71% |
$7.43K - $9.29K
|
675
$12.2K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
387+ 1.71% |
$6.85K - $8.56K
|
23K
$416K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
365New |
$6.46K - $8.07K
|
365
$6.59K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
272+ 0.9% |
$4.81K - $6.02K
|
30.5K
$552K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
132+ 1.15% |
$2.34K - $2.92K
|
11.7K
$211K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
126New |
$2.23K - $2.79K
|
126
$2.28K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
108+ 1.08% |
$1.91K - $2.39K
|
10.1K
$182K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
39+ 2.16% |
$690 - $863
|
1.84K
$33.3K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 0.66% |
$513 - $641
|
4.43K
$80.1K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 2.06% |
$195 - $243
|
544
$9.82K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 2.0% |
$142 - $177
|
409
$7.39K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13- 0.05% |
$230 - $288
|
27.9K
$504K
|