Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
258K+ 115.34% |
$4.28M - $5.31M
|
482K
$8.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
119K+ 35.73% |
$1.97M - $2.45M
|
452K
$8.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
58.4KNew |
$968K - $1.2M
|
58.4K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
41.2KNew |
$684K - $848K
|
41.2K
$745K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
38.9KNew |
$646K - $801K
|
38.9K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
31.7K+ 8.9% |
$525K - $651K
|
388K
$7.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.8KNew |
$344K - $427K
|
20.8K
$375K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.1K+ 72.04% |
$333K - $413K
|
48K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.8K+ 90.68% |
$279K - $345K
|
35.3K
$638K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.9K+ 70.52% |
$263K - $326K
|
38.3K
$692K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
15.6K+ 35.03% |
$258K - $320K
|
59.9K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.6K+ 2.85% |
$209K - $260K
|
456K
$8.24M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.5KNew |
$191K - $237K
|
11.5K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$184K - $229K
|
11.1K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.22KNew |
$86.5K - $107K
|
5.22K
$94.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.84K+ 13.15% |
$80.2K - $99.4K
|
41.6K
$752K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.37K+ 26.74% |
$72.5K - $89.9K
|
20.7K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.18K+ 15.91% |
$69.4K - $86K
|
30.5K
$551K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.93K+ 31.61% |
$65.1K - $80.8K
|
16.4K
$295K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.72K+ 7.06% |
$61.6K - $76.4K
|
56.4K
$1.02M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.58K+ 10.55% |
$59.3K - $73.5K
|
37.5K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.47K+ 4.41% |
$57.5K - $71.3K
|
82.1K
$1.48M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.34K+ 5.66% |
$55.4K - $68.7K
|
62.4K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.28K+ 3.52% |
$54.4K - $67.5K
|
96.5K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$38.1K - $47.3K
|
2.3K
$41.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 19.19% |
$34.9K - $43.3K
|
13.1K
$236K
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.9K+ 1.17% |
$31.5K - $39.1K
|
165K
$2.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.75K+ 9.45% |
$29K - $36K
|
20.3K
$366K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.56K+ 7.66% |
$25.9K - $32.1K
|
22K
$396K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
1.28K+ 4.34% |
$21.3K - $26.4K
|
30.9K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.2KNew |
$19.9K - $24.7K
|
1.2K
$21.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800+ 8.68% |
$13.3K - $16.4K
|
10K
$181K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
650New |
$10.8K - $13.4K
|
650
$11.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
600+ 206.9% |
$9.95K - $12.3K
|
890
$16.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
500+ 49.7% |
$8.29K - $10.3K
|
1.51K
$27.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
382+ 1.79% |
$6.33K - $7.85K
|
21.8K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
247New |
$4.1K - $5.08K
|
247
$4.46K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152New |
$2.52K - $3.13K
|
152
$2.75K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
110+ 2.48% |
$1.82K - $2.26K
|
4.54K
$82.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
101+ 1.0% |
$1.67K - $2.08K
|
10.2K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
59+ 3.2% |
$978 - $1.21K
|
1.9K
$34.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$216 - $267
|
13
$235
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11+ 0.09% |
$182 - $226
|
12.9K
$232K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 2.02% |
$182 - $226
|
555
$10K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 1.96% |
$133 - $164
|
417
$7.53K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-113- 1.07% |
$1.87K - $2.32K
|
10.5K
$189K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-198- 0.24% |
$3.28K - $4.07K
|
80.7K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-314- 1.36% |
$5.21K - $6.46K
|
22.8K
$411K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-357- 1.75% |
$5.92K - $7.34K
|
20K
$362K
|