Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.5M+ 9427.92% |
$46.5M - $49.5M
|
2.53M
$47.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
79.7K+ 55.06% |
$1.48M - $1.57M
|
225K
$4.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.9K+ 274.43% |
$648K - $688K
|
47.6K
$894K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 52.44% |
$314K - $334K
|
49.2K
$924K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3KNew |
$304K - $323K
|
16.3K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.14K+ 15.67% |
$95.6K - $102K
|
38K
$714K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.86K+ 1.19% |
$90.3K - $96K
|
412K
$7.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 3.38% |
$28K - $29.7K
|
46K
$865K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.1K+ 4.1% |
$20.4K - $21.7K
|
28K
$525K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
933+ 2.71% |
$17.3K - $18.4K
|
35.3K
$664K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
851+ 6.83% |
$15.8K - $16.8K
|
13.3K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
670New |
$12.4K - $13.2K
|
670
$12.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
450+ 28.13% |
$8.36K - $8.89K
|
2.05K
$38.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
216+ 0.77% |
$4.01K - $4.27K
|
28.4K
$534K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$2.79K - $2.96K
|
150
$2.82K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 2.1% |
$2.68K - $2.84K
|
7.01K
$132K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
131+ 163.75% |
$2.43K - $2.59K
|
211
$3.97K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
90+ 10.96% |
$1.67K - $1.78K
|
911
$17.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88New |
$1.64K - $1.74K
|
88
$1.65K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76New |
$1.41K - $1.5K
|
76
$1.43K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 2.12% |
$279 - $296
|
721
$13.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.04% |
$55.7 - $59.3
|
7.6K
$143K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.01K- 3.48% |
$18.8K - $20K
|
28.2K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 7.73% |
$24K - $25.5K
|
15.4K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 45.24% |
$58.2K - $61.9K
|
3.79K
$71.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.28K- 28.22% |
$79.4K - $84.5K
|
10.9K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.5K- 5.78% |
$83.5K - $88.8K
|
73.3K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.3K- 7.18% |
$192K - $204K
|
133K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.1K- 29.54% |
$317K - $337K
|
40.7K
$765K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-36.3K- 75.32% |
$675K - $718K
|
11.9K
$224K
|