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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 4.99% |
$7.81K - $8.83K
|
10.5K
$190K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
500New |
$7.81K - $8.83K
|
500
$9.03K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$7.81K - $8.83K
|
500
$9.03K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
461New |
$7.2K - $8.14K
|
461
$8.33K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
342New |
$5.34K - $6.04K
|
342
$6.18K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
225New |
$3.51K - $3.97K
|
225
$4.06K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
113+ 0.86% |
$1.76K - $1.99K
|
13.2K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 1.25% |
$890 - $1.01K
|
4.6K
$83.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39+ 300.0% |
$609 - $688
|
52
$939
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.98% |
$172 - $194
|
566
$10.2K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
10New |
$156 - $177
|
10
$181
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10New |
$156 - $177
|
10
$181
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$156 - $177
|
36.3K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21- 0.1% |
$328 - $371
|
21.9K
$396K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-54- 0.17% |
$843 - $953
|
30.8K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-87- 0.42% |
$1.36K - $1.54K
|
20.7K
$373K
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.32% |
$1.56K - $1.76K
|
30.9K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-395- 2.13% |
$6.17K - $6.97K
|
18.1K
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-500- 1.04% |
$7.81K - $8.83K
|
47.5K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-719- 2.04% |
$11.2K - $12.7K
|
34.6K
$625K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-975- 2.53% |
$15.2K - $17.2K
|
37.5K
$678K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.01K- 66.8% |
$15.7K - $17.8K
|
500
$9.03K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.41K- 70.25% |
$21.9K - $24.8K
|
595
$10.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 10.87% |
$23.5K - $26.5K
|
12.3K
$223K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.64K- 7.93% |
$25.6K - $28.9K
|
19K
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.69K- 5.75% |
$26.4K - $29.8K
|
27.7K
$500K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
SELL
|
- |
-1.85K- 6.01% |
$28.9K - $32.6K
|
28.9K
$522K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.25K- 11.23% |
$35.1K - $39.7K
|
17.8K
$321K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.35K- 15.82% |
$36.7K - $41.5K
|
12.5K
$226K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.82K- 7.95% |
$44.1K - $49.8K
|
32.7K
$590K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.33K- 32.6% |
$83.2K - $94.1K
|
11K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.79K- 27.23% |
$106K - $120K
|
18.2K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9.73K- 42.7% |
$152K - $172K
|
13.1K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12K- 31.18% |
$187K - $211K
|
26.4K
$476K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 22.59% |
$199K - $225K
|
43.7K
$789K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-13.2K- 23.38% |
$206K - $233K
|
43.3K
$781K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-14.1K- 57.63% |
$220K - $248K
|
10.3K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-14.5K- 3.51% |
$226K - $255K
|
398K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-21K- 36.01% |
$328K - $371K
|
37.4K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 29.63% |
$347K - $392K
|
52.8K
$953K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-25.5K- 8.19% |
$399K - $451K
|
286K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.7K- 37.42% |
$479K - $542K
|
51.3K
$927K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-37.1K- 18.9% |
$580K - $656K
|
159K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.3K- 29.38% |
$583K - $659K
|
89.7K
$1.62M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50.1K- 78.87% |
$782K - $884K
|
13.4K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.1K- 8.13% |
$1.17M - $1.32M
|
848K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-410K- 6.52% |
$6.4M - $7.23M
|
5.87M
$106M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-475K- 93.43% |
$7.41M - $8.37M
|
33.4K
$603K
|