Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
413K+ 5.72% |
$7.16M - $8.06M
|
7.63M
$138M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
174K+ 1279.9% |
$3.02M - $3.4M
|
188K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.7KNew |
$1.17M - $1.32M
|
67.7K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.2K+ 6.74% |
$1.04M - $1.18M
|
953K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 61.28% |
$870K - $980K
|
132K
$2.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35.6KNew |
$617K - $695K
|
35.6K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$572K - $644K
|
33K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
32.1KNew |
$557K - $627K
|
32.1K
$580K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 69.65% |
$525K - $591K
|
73.8K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.3K+ 9.04% |
$456K - $513K
|
317K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 3.8% |
$447K - $503K
|
704K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 3.5% |
$387K - $435K
|
660K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.5K+ 22.6% |
$373K - $420K
|
117K
$2.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.3KNew |
$353K - $397K
|
20.3K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.8K+ 9.67% |
$343K - $387K
|
225K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 15.91% |
$267K - $301K
|
112K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2KNew |
$246K - $277K
|
14.2K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.3KNew |
$196K - $221K
|
11.3K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.2K+ 2182.81% |
$194K - $218K
|
11.7K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.4KNew |
$180K - $203K
|
10.4K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.99K+ 5.73% |
$139K - $156K
|
147K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.59K+ 7.82% |
$114K - $129K
|
90.8K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.79K+ 14.42% |
$83K - $93.5K
|
38K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.18KNew |
$55.1K - $62K
|
3.18K
$57.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.11K+ 12.1% |
$54K - $60.8K
|
28.8K
$521K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.9K+ 4.64% |
$50.3K - $56.6K
|
65.4K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.63K+ 8.28% |
$45.6K - $51.4K
|
34.4K
$621K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 4.04% |
$43.2K - $48.6K
|
64.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 9.78% |
$37.3K - $42K
|
24.1K
$436K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 14.32% |
$37.2K - $41.9K
|
17.1K
$309K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.78KNew |
$30.8K - $34.7K
|
1.78K
$32.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.58K+ 3.83% |
$27.4K - $30.9K
|
42.8K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 23.57% |
$21.3K - $24K
|
6.43K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 20960.0% |
$18.2K - $20.5K
|
1.05K
$19K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1K+ 11.87% |
$17.3K - $19.5K
|
9.43K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
752+ 0.96% |
$13K - $14.7K
|
79.3K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
508New |
$8.81K - $9.92K
|
508
$9.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
480+ 41.74% |
$8.32K - $9.37K
|
1.63K
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
453+ 0.71% |
$7.86K - $8.85K
|
64.2K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
400+ 1.96% |
$6.94K - $7.81K
|
20.8K
$376K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220New |
$3.81K - $4.3K
|
220
$3.97K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
200New |
$3.47K - $3.91K
|
200
$3.61K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
193+ 0.62% |
$3.35K - $3.77K
|
31.6K
$570K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
180+ 0.83% |
$3.12K - $3.52K
|
21.8K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 14.29% |
$867 - $977
|
400
$7.22K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.33% |
$260 - $293
|
660
$11.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.02% |
$191 - $215
|
47.6K
$860K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.23% |
$1.21K - $1.37K
|
30.5K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 98.81% |
$1.44K - $1.62K
|
1
$18.1
|