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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-732- 1.67% |
$10.9K - $11.5K
|
43K
$776K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-800- 2.3% |
$11.9K - $12.5K
|
34K
$613K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 1.32% |
$16K - $17K
|
80.8K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 5.86% |
$17.4K - $18.3K
|
18.8K
$339K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 12.53% |
$22.2K - $23.5K
|
10.5K
$189K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 7.22% |
$23.1K - $24.4K
|
20K
$361K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 38.89% |
$26K - $27.4K
|
2.75K
$49.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.89K- 4.22% |
$28K - $29.6K
|
42.8K
$774K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.3K- 2.43% |
$34.1K - $36.1K
|
92.3K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.93K- 5.65% |
$58.3K - $61.6K
|
65.6K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 31.06% |
$61.1K - $64.6K
|
9.15K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.54K- 8.24% |
$67.3K - $71.2K
|
50.5K
$913K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-5K- 11.56% |
$74.2K - $78.4K
|
38.3K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5.03K- 0.73% |
$74.5K - $78.8K
|
681K
$12.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.25K- 12.62% |
$122K - $129K
|
57.1K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.3K- 8.56% |
$182K - $192K
|
131K
$2.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 49.85% |
$186K - $197K
|
12.6K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.7K- 1.77% |
$203K - $215K
|
762K
$13.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.3K- 3.14% |
$389K - $412K
|
811K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-237K- 44.74% |
$3.51M - $3.72M
|
293K
$5.29M
|