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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-933- 2.1% |
$15.5K - $17.1K
|
43.5K
$782K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-968- 3.52% |
$16.1K - $17.8K
|
26.6K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.17K- 99.57% |
$19.4K - $21.4K
|
5
$89.9
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.26K- 3.97% |
$20.9K - $23.1K
|
30.3K
$546K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.27K- 0.6% |
$21.1K - $23.3K
|
210K
$3.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.37K- 4.03% |
$22.8K - $25.2K
|
32.6K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 1.75% |
$24.2K - $26.7K
|
81.9K
$1.47M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-1.48K- 13.09% |
$24.6K - $27.2K
|
9.81K
$176K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 7.96% |
$31.6K - $34.9K
|
22K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.09K- 1.48% |
$34.8K - $38.4K
|
139K
$2.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.58K- 2.55% |
$42.9K - $47.3K
|
98.4K
$1.77M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.78K- 11.05% |
$46.3K - $51.1K
|
22.4K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.37K- 10.84% |
$56.2K - $62K
|
27.7K
$499K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.7K- 15.33% |
$61.6K - $68K
|
20.4K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-7K- 26.42% |
$117K - $129K
|
19.5K
$351K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.47K- 28.11% |
$141K - $156K
|
21.7K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.67K- 9.94% |
$144K - $159K
|
78.6K
$1.41M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 17.58% |
$181K - $200K
|
51K
$918K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-12.2K- 45.84% |
$204K - $225K
|
14.5K
$260K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16.1K- 15.81% |
$268K - $296K
|
85.7K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.6K- 1.94% |
$294K - $324K
|
893K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.9K- 17.28% |
$348K - $384K
|
100K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-28.4K- 22.96% |
$472K - $521K
|
95.1K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-42.6K- 24.71% |
$709K - $782K
|
130K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44.2K- 13.2% |
$736K - $813K
|
291K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.4K- 31.71% |
$1.32M - $1.46M
|
171K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-110K- 17.08% |
$1.82M - $2.01M
|
532K
$9.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-157K- 83.2% |
$2.62M - $2.89M
|
31.8K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-274K- 57.24% |
$4.56M - $5.03M
|
205K
$3.68M
|