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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-275- 21.57% |
$4.52K - $5.18K
|
1K
$18.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-400- 0.04% |
$6.57K - $7.53K
|
1M
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-525- 1.5% |
$8.63K - $9.88K
|
34.4K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-700- 2.85% |
$11.5K - $13.2K
|
23.9K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-750- 4.83% |
$12.3K - $14.1K
|
14.8K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-850- 4.84% |
$14K - $16K
|
16.7K
$316K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1K- 3.31% |
$16.4K - $18.8K
|
29.2K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.1K- 9.41% |
$18.1K - $20.7K
|
10.6K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.13K- 6.96% |
$18.6K - $21.3K
|
15.2K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.38K- 3.0% |
$22.6K - $25.9K
|
44.5K
$841K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.61K- 1.78% |
$26.4K - $30.2K
|
88.8K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.76K- 18.83% |
$29K - $33.2K
|
7.61K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.24K- 20.34% |
$53.3K - $61K
|
12.7K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.12K- 3.56% |
$67.7K - $77.5K
|
112K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.82K- 13.63% |
$79.2K - $90.7K
|
30.5K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.32K- 5.17% |
$87.4K - $100K
|
97.6K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.17K- 5.38% |
$101K - $116K
|
108K
$2.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-10.1K- 9.32% |
$167K - $191K
|
98.6K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.4K- 7.96% |
$188K - $215K
|
132K
$2.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2K- 19.72% |
$233K - $267K
|
57.8K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.3K- 15.95% |
$366K - $419K
|
117K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.1K- 15.86% |
$445K - $510K
|
144K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.3K- 4.0% |
$514K - $588K
|
750K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58K- 24.8% |
$953K - $1.09M
|
176K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-106K- 76.72% |
$1.75M - $2M
|
32.2K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-166K- 99.76% |
$2.73M - $3.13M
|
400
$7.56K
|