Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 4.58% |
$4.96M - $5.23M
|
4.69M
$84.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
176K+ 38.55% |
$4.26M - $4.48M
|
633K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.7K+ 7.27% |
$1.78M - $1.88M
|
1.09M
$19.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.3KNew |
$732K - $771K
|
30.3K
$546K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24.8KNew |
$599K - $631K
|
24.8K
$447K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21.3K+ 2353.92% |
$515K - $543K
|
22.2K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 5.29% |
$481K - $507K
|
396K
$7.15M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$408K - $429K
|
16.9K
$304K
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
16.7KNew |
$404K - $425K
|
16.7K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.93% |
$242K - $255K
|
351K
$6.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.98KNew |
$241K - $254K
|
9.98K
$180K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
9.63K+ 3210.0% |
$233K - $245K
|
9.93K
$179K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.55KNew |
$231K - $243K
|
9.55K
$172K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.48K+ 44.54% |
$229K - $241K
|
30.8K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.28KNew |
$224K - $236K
|
9.28K
$168K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.93K+ 63.5% |
$216K - $227K
|
23K
$415K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.19KNew |
$174K - $183K
|
7.19K
$130K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.78K+ 14.45% |
$140K - $147K
|
45.8K
$826K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
5.26K+ 18.28% |
$127K - $134K
|
34K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.85K+ 7.16% |
$117K - $124K
|
72.6K
$1.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25K+ 1.34% |
$103K - $108K
|
323K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.14K+ 1.53% |
$100K - $106K
|
274K
$4.95M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.02KNew |
$97.1K - $102K
|
4.02K
$72.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.88K+ 191.65% |
$93.8K - $98.9K
|
5.91K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.78K+ 0.56% |
$91.4K - $96.3K
|
681K
$12.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.51KNew |
$84.8K - $89.4K
|
3.51K
$63.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.48K+ 6.36% |
$84.1K - $88.7K
|
58.2K
$1.05M
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
3.13K+ 12.97% |
$75.7K - $79.8K
|
27.3K
$493K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.11K+ 13.63% |
$75.3K - $79.3K
|
26K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 5.37% |
$74.9K - $78.9K
|
60.7K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.09K+ 6.05% |
$74.8K - $78.8K
|
54.3K
$980K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.26K+ 8.16% |
$54.6K - $57.6K
|
30K
$541K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
2K+ 3.57% |
$48.4K - $51K
|
58K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.82K+ 1.4% |
$43.9K - $46.2K
|
131K
$2.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.63K+ 1.65% |
$39.5K - $41.6K
|
100K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.36K+ 2.5% |
$32.9K - $34.7K
|
55.9K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.23KNew |
$29.6K - $31.2K
|
1.23K
$22.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 5.99% |
$29K - $30.6K
|
21.2K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 1.57% |
$27.9K - $29.4K
|
74.5K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
937+ 5.51% |
$22.7K - $23.9K
|
17.9K
$324K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
919+ 0.97% |
$22.2K - $23.4K
|
95.3K
$1.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
804New |
$19.4K - $20.5K
|
804
$14.5K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
615+ 3.81% |
$14.9K - $15.7K
|
16.7K
$302K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
615+ 3.81% |
$14.9K - $15.7K
|
16.7K
$302K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
509+ 2.99% |
$12.3K - $13K
|
17.6K
$317K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
508+ 0.45% |
$12.3K - $12.9K
|
113K
$2.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Menlo Advisors LLC
|
BUY
|
- |
500+ 1.07% |
$12.1K - $12.7K
|
47.3K
$853K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
469+ 2.36% |
$11.3K - $12K
|
20.4K
$368K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
400+ 4.64% |
$9.67K - $10.2K
|
9.02K
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
359+ 1.83% |
$8.68K - $9.15K
|
20K
$361K
|