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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
325+ 1.1% |
$7.86K - $8.28K
|
29.7K
$537K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
255New |
$6.17K - $6.5K
|
255
$4.61K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
238+ 82.07% |
$5.75K - $6.06K
|
528
$9.54K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
157+ 0.37% |
$3.8K - $4K
|
42.1K
$760K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101+ 0.38% |
$2.44K - $2.57K
|
26.9K
$485K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 1.45% |
$1.47K - $1.55K
|
4.28K
$77.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31+ 0.31% |
$750 - $790
|
9.87K
$178K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
29+ 1.43% |
$701 - $739
|
2.06K
$37.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16+ 0.03% |
$387 - $408
|
61.9K
$1.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9+ 0.08% |
$218 - $229
|
10.9K
$197K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.55% |
$193 - $204
|
524
$9.46K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.55% |
$145 - $153
|
394
$7.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$72.5 - $76.4
|
3
$54.2
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$24.2 - $25.5
|
9.37K
$169K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1- -0.0% |
$24.2 - $25.5
|
27.9K
$504K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-49- 0.47% |
$1.18K - $1.25K
|
10.3K
$185K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-51- 0.56% |
$1.23K - $1.3K
|
8.98K
$162K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-135Closed |
$3.26K - $3.44K
|
0
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-158- 1.18% |
$3.82K - $4.03K
|
13.2K
$239K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-191- 1.55% |
$4.62K - $4.87K
|
12.1K
$219K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-195- 0.57% |
$4.72K - $4.97K
|
34.3K
$619K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300Closed |
$7.25K - $7.64K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-344Closed |
$8.32K - $8.77K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-409Closed |
$9.89K - $10.4K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-433- 2.77% |
$10.5K - $11K
|
15.2K
$275K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-453- 1.33% |
$11K - $11.5K
|
33.5K
$605K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$12.1K - $12.7K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-500Closed |
$12.1K - $12.7K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-646- 6.29% |
$15.6K - $16.5K
|
9.62K
$174K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800- 8.82% |
$19.3K - $20.4K
|
8.28K
$149K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-911- 29.99% |
$22K - $23.2K
|
2.13K
$38.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-922Closed |
$22.3K - $23.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 6.37% |
$25.8K - $27.2K
|
15.7K
$283K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 4.72% |
$29K - $30.6K
|
24.2K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 0.36% |
$31.4K - $33.1K
|
361K
$6.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-1.75K- 5.64% |
$42.4K - $44.7K
|
29.4K
$530K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.03K- 6.15% |
$49K - $51.6K
|
30.9K
$558K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 15.76% |
$51K - $53.7K
|
11.3K
$204K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.28K- 19.81% |
$55.2K - $58.2K
|
9.24K
$167K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.34KClosed |
$56.6K - $59.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 85.81% |
$58K - $61.2K
|
397
$7.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.64K- 11.92% |
$63.9K - $67.3K
|
19.5K
$353K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.09K- 5.53% |
$74.6K - $78.7K
|
52.8K
$953K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.32K- 64.81% |
$80.4K - $84.7K
|
1.81K
$32.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.5KClosed |
$84.6K - $89.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-5.74K- 6.04% |
$139K - $146K
|
89.3K
$1.61M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8KClosed |
$193K - $204K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-8KClosed |
$193K - $204K
|
0
$0
|