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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-91- 3.82% |
$1.58K - $1.78K
|
2.29K
$41.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-156- 0.89% |
$2.71K - $3.05K
|
17.4K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-162- 0.5% |
$2.81K - $3.16K
|
32.4K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-377- 3.84% |
$6.54K - $7.36K
|
9.43K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-392- 35.7% |
$6.8K - $7.66K
|
706
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-517- 2.31% |
$8.96K - $10.1K
|
21.9K
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-554- 4.06% |
$9.61K - $10.8K
|
13.1K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 5.13% |
$17.3K - $19.5K
|
18.5K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 6.34% |
$33.4K - $37.6K
|
28.4K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.54% |
$55.5K - $62.5K
|
24.5K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.46K- 14.92% |
$59.9K - $67.5K
|
19.7K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.62K- 25.04% |
$62.8K - $70.7K
|
10.8K
$196K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.9K- 15.87% |
$67.6K - $76.2K
|
20.7K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.75K- 9.32% |
$82.4K - $92.8K
|
46.2K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 4.97% |
$86.3K - $97.2K
|
95.1K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.2K- 3.02% |
$108K - $121K
|
199K
$3.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.16K- 17.76% |
$124K - $140K
|
33.2K
$599K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.75K- 15.55% |
$134K - $151K
|
42.1K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.5K- 7.1% |
$182K - $205K
|
138K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.2K- 95.62% |
$194K - $218K
|
512
$9.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.2K- 13.09% |
$194K - $219K
|
74.5K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.8K- 5.63% |
$204K - $230K
|
197K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-13.5K- 40.8% |
$234K - $264K
|
19.6K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 19.81% |
$248K - $279K
|
57.8K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-14.7K- 9.5% |
$255K - $287K
|
140K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-17.8K- 13.71% |
$309K - $347K
|
112K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-22.8K- 15.07% |
$396K - $446K
|
129K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.4K- 18.94% |
$561K - $632K
|
139K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.7K- 34.02% |
$1.16M - $1.3M
|
129K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-71.6K- 9.79% |
$1.24M - $1.4M
|
660K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.1K- 50.03% |
$1.35M - $1.53M
|
78K
$1.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-193K- 91.78% |
$3.34M - $3.77M
|
17.3K
$312K
|