Purchases and Sales Made in Q2 2025 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 2025. 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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
287K+ 3.56% |
$4.71M - $5.4M
|
8.35M
$158M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
255K+ 76.18% |
$4.2M - $4.81M
|
591K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
114K+ 17.31% |
$1.88M - $2.15M
|
774K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.8K+ 80.44% |
$1.05M - $1.2M
|
143K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
47.3KNew |
$776K - $889K
|
47.3K
$893K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7KNew |
$701K - $803K
|
42.7K
$806K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
37.9K+ 366.34% |
$623K - $713K
|
48.3K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35K+ 59.29% |
$575K - $659K
|
94K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 3.07% |
$377K - $432K
|
770K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.6KNew |
$372K - $426K
|
22.6K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.4K+ 4.75% |
$303K - $347K
|
407K
$7.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$302K - $345K
|
18.4K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.2KNew |
$283K - $324K
|
17.2K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13.7KNew |
$225K - $258K
|
13.7K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 18.46% |
$205K - $235K
|
80K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.5KNew |
$205K - $235K
|
12.5K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1K+ 7.47% |
$165K - $189K
|
145K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.83K+ 11.2% |
$129K - $147K
|
77.8K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.81KNew |
$62.6K - $71.7K
|
3.81K
$72K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.56KNew |
$42.1K - $48.2K
|
2.56K
$48.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.89K+ 12.85% |
$31.1K - $35.6K
|
16.6K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.81K+ 2.81% |
$29.7K - $34K
|
66.1K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.33K+ 3.3% |
$21.8K - $25K
|
41.6K
$786K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
859+ 4.61% |
$14.1K - $16.2K
|
19.5K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
642+ 1.98% |
$10.5K - $12.1K
|
33K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
545+ 0.38% |
$8.95K - $10.3K
|
144K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
515+ 0.74% |
$8.46K - $9.69K
|
69.7K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
348+ 1.37% |
$5.72K - $6.55K
|
25.7K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
340+ 0.42% |
$5.59K - $6.4K
|
82.3K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
292+ 4.45% |
$4.8K - $5.5K
|
6.86K
$130K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
276New |
$4.53K - $5.19K
|
276
$5.22K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
242+ 2.3% |
$3.98K - $4.55K
|
10.8K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
236New |
$3.88K - $4.44K
|
236
$4.46K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
164New |
$2.69K - $3.09K
|
164
$3.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
159New |
$2.61K - $2.99K
|
159
$3.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142New |
$2.33K - $2.67K
|
142
$2.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109+ 0.46% |
$1.79K - $2.05K
|
23.7K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99+ 24.75% |
$1.63K - $1.86K
|
499
$9.43K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94+ 0.71% |
$1.54K - $1.77K
|
13.4K
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.32% |
$263 - $301
|
706
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12+ 0.01% |
$197 - $226
|
158K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.74% |
$65.7 - $75.3
|
547
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.01% |
$32.9 - $37.6
|
20.5K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-10- 0.06% |
$164 - $188
|
15.6K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-11- 2.77% |
$181 - $207
|
386
$7.3K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-71- 0.82% |
$1.17K - $1.34K
|
8.58K
$162K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-107- 10.56% |
$1.76K - $2.01K
|
906
$17.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-201- 0.61% |
$3.3K - $3.78K
|
32.9K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-240- 22.62% |
$3.94K - $4.52K
|
821
$15.5K
|