Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
333K+ 5.08% |
$4.94M - $5.23M
|
6.89M
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81.9K+ 178.75% |
$1.21M - $1.28M
|
128K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
34.8KNew |
$516K - $546K
|
34.8K
$584K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.1K+ 23.76% |
$506K - $535K
|
178K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.5K+ 5.34% |
$497K - $526K
|
662K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.1K+ 6.65% |
$462K - $488K
|
499K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
25.6K+ 29.02% |
$379K - $401K
|
114K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 6.75% |
$365K - $386K
|
389K
$6.53M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.7K+ 16.72% |
$218K - $230K
|
103K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13.2K+ 11.14% |
$196K - $207K
|
132K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 109.12% |
$196K - $207K
|
25.3K
$424K
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$217K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.1K+ 22.93% |
$165K - $175K
|
59.7K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
9.61KNew |
$143K - $151K
|
9.61K
$161K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.91K+ 6.31% |
$87.6K - $92.7K
|
99.6K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5K+ 500.0% |
$74.2K - $78.4K
|
6K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.71K+ 2.3% |
$69.8K - $73.9K
|
210K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.59K+ 4.42% |
$68K - $71.9K
|
108K
$1.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.7K+ 4.24% |
$54.9K - $58K
|
91K
$1.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.25K+ 8.35% |
$48.2K - $51K
|
42.2K
$708K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.82K+ 8.64% |
$41.9K - $44.3K
|
35.5K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.35K+ 2.37% |
$34.9K - $36.9K
|
102K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
1.6K+ 5.19% |
$23.7K - $25.1K
|
32.4K
$545K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 250.0% |
$22.2K - $23.5K
|
2.1K
$35.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 4.22% |
$20K - $21.1K
|
33.2K
$558K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
873+ 6.57% |
$12.9K - $13.7K
|
14.2K
$238K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
558+ 3.13% |
$8.28K - $8.75K
|
18.4K
$309K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
500New |
$7.42K - $7.84K
|
500
$8.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
BUY
|
- |
400+ 1.3% |
$5.93K - $6.27K
|
31.3K
$525K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
207+ 3.05% |
$3.07K - $3.25K
|
7.01K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 1.36% |
$2.22K - $2.35K
|
11.2K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
122+ 0.23% |
$1.81K - $1.91K
|
52.6K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
121+ 1.12% |
$1.79K - $1.9K
|
10.9K
$183K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
120+ 0.91% |
$1.78K - $1.88K
|
13.3K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
117+ 0.11% |
$1.74K - $1.83K
|
104K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 1.34% |
$934 - $988
|
4.78K
$80.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 2.08% |
$178 - $188
|
589
$9.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9+ 0.07% |
$133 - $141
|
13.1K
$220K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5New |
$74.2 - $78.4
|
5
$83.9
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 12.5% |
$1.48K - $1.57K
|
700
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 0.77% |
$2.97K - $3.14K
|
25.9K
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-305- 1.27% |
$4.52K - $4.78K
|
23.7K
$398K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-431- 1.43% |
$6.39K - $6.76K
|
29.7K
$498K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-441- 1.1% |
$6.54K - $6.91K
|
39.6K
$664K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-450- 3.0% |
$6.67K - $7.06K
|
14.5K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-475- 3.16% |
$7.04K - $7.45K
|
14.6K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-537- 6.33% |
$7.96K - $8.42K
|
7.95K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-686- 4.03% |
$10.2K - $10.8K
|
16.4K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-715- 0.14% |
$10.6K - $11.2K
|
504K
$8.46M
|