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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-63Closed |
$1.12K - $1.39K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-77- 0.24% |
$1.36K - $1.7K
|
32.4K
$611K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-150- 0.77% |
$2.66K - $3.32K
|
19.3K
$363K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-190- 1.51% |
$3.36K - $4.2K
|
12.4K
$234K
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-390- 2.31% |
$6.9K - $8.63K
|
16.5K
$310K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-450- 2.29% |
$7.97K - $9.95K
|
19.2K
$361K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-519- 0.66% |
$9.19K - $11.5K
|
78.6K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-835Closed |
$14.8K - $18.5K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-894- 6.96% |
$15.8K - $19.8K
|
12K
$225K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-919- 2.03% |
$16.3K - $20.3K
|
44.4K
$836K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1K- 22.22% |
$17.7K - $22.1K
|
3.5K
$65.9K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07K- 0.19% |
$18.9K - $23.6K
|
550K
$10.4M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 3.6% |
$19.1K - $23.8K
|
28.9K
$544K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.1K- 2.05% |
$19.5K - $24.3K
|
52.7K
$992K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.33K- 0.17% |
$23.5K - $29.4K
|
764K
$14.4M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.87K- 89.2% |
$33K - $41.3K
|
226
$4.26K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 2.59% |
$37K - $46.3K
|
78.6K
$1.48M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.11K- 13.84% |
$37.3K - $46.6K
|
13.1K
$247K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.29K- 2.4% |
$40.6K - $50.7K
|
93.2K
$1.76M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.72K- 3.09% |
$48.1K - $60.1K
|
85.1K
$1.6M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.94K- 10.06% |
$52.1K - $65.1K
|
26.3K
$495K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.98K- 10.59% |
$52.7K - $65.9K
|
25.2K
$474K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.09K- 0.69% |
$54.7K - $68.4K
|
444K
$8.36M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.28K- 2.34% |
$58.1K - $72.6K
|
137K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.74K- 1.64% |
$66.1K - $82.6K
|
224K
$4.22M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.9K- 1.16% |
$69K - $86.3K
|
333K
$6.27M
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.28K- 19.02% |
$75.8K - $94.7K
|
18.2K
$343K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.82K- 27.29% |
$85.4K - $107K
|
12.8K
$242K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-4.83K- 13.27% |
$85.5K - $107K
|
31.6K
$595K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-6.17KClosed |
$109K - $137K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.52K- 23.52% |
$115K - $144K
|
21.2K
$399K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.77K- 4.77% |
$120K - $150K
|
135K
$2.54M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.16KClosed |
$162K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.36KClosed |
$166K - $207K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.46KClosed |
$167K - $209K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.7KClosed |
$172K - $215K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.79KClosed |
$173K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.8K- 34.6% |
$174K - $217K
|
18.5K
$349K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.87KClosed |
$175K - $218K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10KClosed |
$178K - $222K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.4K- 33.73% |
$184K - $230K
|
20.4K
$384K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.1KClosed |
$197K - $246K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-15.4K- 25.94% |
$273K - $341K
|
44K
$828K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.3KClosed |
$305K - $382K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-18K- 3.96% |
$318K - $398K
|
436K
$8.22M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.1K- 31.81% |
$338K - $423K
|
41K
$771K
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-23.8KClosed |
$421K - $527K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-46.3K- 18.13% |
$820K - $1.02M
|
209K
$3.94M
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-47.3KClosed |
$836K - $1.05M
|
0
$0
|