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 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-362- 1.43% |
$6K - $7.44K
|
24.9K
$450K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-504- 2.38% |
$8.36K - $10.4K
|
20.7K
$373K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-722- 4.43% |
$12K - $14.8K
|
15.6K
$281K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-746- 2.96% |
$12.4K - $15.3K
|
24.4K
$441K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-776- 4.02% |
$12.9K - $16K
|
18.5K
$335K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.12K- 2.98% |
$18.5K - $22.9K
|
36.3K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 3.77% |
$19.1K - $23.7K
|
29.4K
$531K
|
|
|
Oct 13, 2022
Q3 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-1.4K- 4.33% |
$23.2K - $28.8K
|
31K
$559K
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 2.59% |
$24.9K - $30.8K
|
56.5K
$1.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.57K- 13.1% |
$26K - $32.2K
|
10.4K
$188K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
SELL
|
- |
-1.67K- 5.13% |
$27.6K - $34.2K
|
30.8K
$556K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.39K- 13.85% |
$39.6K - $49.1K
|
14.9K
$268K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.46K- 6.01% |
$40.8K - $50.6K
|
38.5K
$695K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.52K- 5.66% |
$58.3K - $72.3K
|
58.6K
$1.06M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.65K- 4.64% |
$60.4K - $74.9K
|
75K
$1.35M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.68K- 9.02% |
$61K - $75.6K
|
37.1K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.9K- 13.49% |
$64.6K - $80.1K
|
25K
$451K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4K- 24.3% |
$66.3K - $82.2K
|
12.5K
$225K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 24.07% |
$72.7K - $90.2K
|
13.8K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.18K- 87.76% |
$85.9K - $107K
|
723
$13.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.1K- 31.82% |
$101K - $125K
|
13.1K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.6K- 28.68% |
$109K - $136K
|
16.4K
$297K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-7.01K- 22.19% |
$116K - $144K
|
24.6K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.15K- 0.94% |
$119K - $147K
|
757K
$13.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.93K- 9.08% |
$131K - $163K
|
79.4K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.01K- 5.93% |
$133K - $165K
|
127K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.8K- 6.11% |
$212K - $263K
|
196K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 4.26% |
$262K - $325K
|
355K
$6.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-23.9K- 5.47% |
$396K - $491K
|
413K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.7K- 9.57% |
$874K - $1.08M
|
498K
$8.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-69.7K- 18.28% |
$1.16M - $1.43M
|
312K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-73.4K- 53.61% |
$1.22M - $1.51M
|
63.5K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81K- 8.07% |
$1.34M - $1.67M
|
923K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-357K- 5.38% |
$5.93M - $7.35M
|
6.28M
$113M
|