Purchases and Sales Made in Q4 2022 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 2022. 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 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
508KNew |
$7.93M - $8.96M
|
508K
$9.17M
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
343KNew |
$5.36M - $6.06M
|
343K
$6.2M
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
264KNew |
$4.12M - $4.66M
|
264K
$4.77M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
169KNew |
$2.63M - $2.97M
|
169K
$3.04M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 26.43% |
$2.05M - $2.32M
|
629K
$11.4M
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
104KNew |
$1.62M - $1.83M
|
104K
$1.88M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.8K+ 443.13% |
$1.4M - $1.59M
|
110K
$1.99M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
80.3K+ 772.92% |
$1.25M - $1.42M
|
90.7K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
76.4K+ 10.1% |
$1.19M - $1.35M
|
833K
$15.1M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
69.5KNew |
$1.08M - $1.23M
|
69.5K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
60.8K+ 162.17% |
$949K - $1.07M
|
98.3K
$1.78M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.2K+ 16.95% |
$939K - $1.06M
|
415K
$7.5M
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
57.6KNew |
$899K - $1.02M
|
57.6K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.3K+ 12.68% |
$895K - $1.01M
|
509K
$9.2M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47.6K+ 9.87% |
$743K - $840K
|
530K
$9.57M
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
45.2K+ 11.66% |
$706K - $798K
|
433K
$7.82M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
40.2K+ 24.39% |
$628K - $710K
|
205K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.2K+ 7.93% |
$565K - $639K
|
493K
$8.9M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31.6K+ 284.47% |
$494K - $558K
|
42.7K
$772K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
24KNew |
$375K - $424K
|
24K
$434K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.5KNew |
$273K - $309K
|
17.5K
$316K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.8KNew |
$230K - $260K
|
14.8K
$266K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$222K - $251K
|
14.2K
$256K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.3KNew |
$177K - $200K
|
11.3K
$205K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$172K - $195K
|
11K
$199K
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
11KNew |
$172K - $194K
|
11K
$199K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9KNew |
$171K - $193K
|
10.9K
$198K
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
10.3KNew |
$161K - $182K
|
10.3K
$187K
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.1KNew |
$157K - $177K
|
10.1K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.41K+ 38.6% |
$131K - $148K
|
30.2K
$545K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
6.35K+ 333.63% |
$99.1K - $112K
|
8.25K
$149K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.79KNew |
$90.3K - $102K
|
5.79K
$104K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 9.48% |
$86.8K - $98.1K
|
64.2K
$1.16M
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.62K+ 5.72% |
$72.1K - $81.5K
|
85.3K
$1.54M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.47K+ 21.57% |
$69.8K - $78.9K
|
25.2K
$455K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.37K+ 5.5% |
$68.2K - $77.1K
|
83.8K
$1.51M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.42K+ 11.21% |
$53.4K - $60.3K
|
33.9K
$612K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.98K+ 7.16% |
$46.5K - $52.6K
|
44.6K
$805K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.86KNew |
$44.7K - $50.5K
|
2.86K
$51.7K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.68KNew |
$41.8K - $47.2K
|
2.68K
$48.3K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.56K+ 16.45% |
$40K - $45.2K
|
18.1K
$327K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.53K+ 10.13% |
$39.5K - $44.7K
|
27.5K
$497K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
2.14K+ 8.72% |
$33.5K - $37.8K
|
26.7K
$483K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.5K+ 9.14% |
$23.4K - $26.5K
|
17.9K
$324K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.41KNew |
$22K - $24.9K
|
1.41K
$25.5K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.28K+ 2.14% |
$20K - $22.6K
|
61.2K
$1.11M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1K+ 3.21% |
$15.6K - $17.7K
|
32.2K
$581K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
900New |
$14K - $15.9K
|
900
$16.3K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
800New |
$12.5K - $14.1K
|
800
$14.4K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
510+ 5.01% |
$7.96K - $9K
|
10.7K
$193K
|