Purchases and Sales Made in Q2 2024 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 2024. 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 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278K+ 4.01% |
$4.63M - $5.11M
|
7.22M
$130M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278K+ 4.01% |
$4.63M - $5.11M
|
7.22M
$130M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
205KNew |
$3.42M - $3.77M
|
205K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144K+ 27.04% |
$2.4M - $2.65M
|
678K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.2K+ 11.79% |
$1.12M - $1.24M
|
638K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.5K+ 57.96% |
$592K - $653K
|
96.9K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28K+ 3.99% |
$467K - $515K
|
731K
$13.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.1K+ 99.29% |
$335K - $369K
|
40.3K
$725K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6KNew |
$293K - $323K
|
17.6K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.6K+ 2.27% |
$293K - $323K
|
790K
$14.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17K+ 8.83% |
$282K - $311K
|
209K
$3.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
15.5KNew |
$258K - $285K
|
15.5K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11KNew |
$183K - $202K
|
11K
$197K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 7.43% |
$180K - $198K
|
156K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.74K+ 65.68% |
$162K - $179K
|
24.6K
$442K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.26K+ 6.67% |
$154K - $170K
|
148K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.28K+ 45.8% |
$121K - $134K
|
23.2K
$417K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.9K+ 16.07% |
$115K - $127K
|
49.8K
$896K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.15K+ 29.76% |
$69.1K - $76.2K
|
18.1K
$326K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31K+ 3.51% |
$55K - $60.7K
|
97.6K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.08K+ 4.46% |
$51.3K - $56.6K
|
72.1K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$42.8K - $47.2K
|
2.57K
$46.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.81K+ 1.21% |
$30.1K - $33.2K
|
151K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.73K+ 2.89% |
$28.8K - $31.8K
|
61.6K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5K+ 3.76% |
$24.9K - $27.5K
|
41.2K
$742K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.35K+ 2.21% |
$22.5K - $24.8K
|
62.5K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 2.66% |
$20.6K - $22.7K
|
47.6K
$857K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1KNew |
$18.3K - $20.2K
|
1.1K
$19.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 8.37% |
$17.5K - $19.4K
|
13.6K
$246K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.03K+ 4.19% |
$17.2K - $19K
|
25.7K
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$16.7K - $18.4K
|
1K
$18K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
185New |
$3.08K - $3.4K
|
185
$3.33K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
150+ 75.0% |
$2.5K - $2.76K
|
350
$6.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
150+ 1.01% |
$2.5K - $2.76K
|
15K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 2.24% |
$1.9K - $2.09K
|
5.21K
$93.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
106+ 1.61% |
$1.76K - $1.95K
|
6.7K
$121K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
83+ 8300.0% |
$1.38K - $1.52K
|
84
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
73New |
$1.22K - $1.34K
|
73
$1.31K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.38% |
$250 - $276
|
645
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8+ 0.06% |
$133 - $147
|
13.6K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.08% |
$33.3 - $36.7
|
2.39K
$42.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$16.7 - $18.4
|
1
$18
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-347- 1.09% |
$5.78K - $6.37K
|
31.4K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-400- 0.45% |
$6.66K - $7.35K
|
89.1K
$1.6M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-459- 0.3% |
$7.64K - $8.43K
|
155K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-542- 0.84% |
$9.02K - $9.96K
|
63.7K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-600- 40.0% |
$9.99K - $11K
|
900
$16.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-836- 9.03% |
$13.9K - $15.4K
|
8.43K
$152K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-884- 2.59% |
$14.7K - $16.2K
|
33.2K
$597K
|