Purchases and Sales Made in Q4 2023 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 2023. 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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 3.37% |
$16.5K - $19.5K
|
36.2K
$673K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
879+ 2.33% |
$12.3K - $14.5K
|
38.6K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
627+ 3.25% |
$8.75K - $10.4K
|
19.9K
$371K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$7.08K - $8.38K
|
507
$9.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
360+ 103.45% |
$5.03K - $5.95K
|
708
$13.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
332+ 1.05% |
$4.63K - $5.49K
|
32K
$595K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
250New |
$3.49K - $4.13K
|
250
$4.65K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 26.67% |
$2.79K - $3.31K
|
950
$17.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 2.96% |
$2.01K - $2.38K
|
5.02K
$93.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
143+ 0.98% |
$2K - $2.36K
|
14.7K
$273K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
125New |
$1.75K - $2.07K
|
125
$2.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
$1.75K - $2.07K
|
125
$2.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
50New |
$698 - $827
|
50
$930
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
33New |
$461 - $545
|
33
$614
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.33% |
$195 - $231
|
616
$11.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-66- 0.51% |
$921 - $1.09K
|
12.8K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-91- 0.71% |
$1.27K - $1.5K
|
12.8K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-295- 0.86% |
$4.12K - $4.88K
|
34.1K
$634K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-650- 2.08% |
$9.07K - $10.7K
|
30.6K
$569K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-670- 9.61% |
$9.35K - $11.1K
|
6.3K
$117K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-981- 24.52% |
$13.7K - $16.2K
|
3.02K
$56.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.1K- 41.12% |
$15.4K - $18.2K
|
1.58K
$29.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.21K- 4.33% |
$16.8K - $19.9K
|
26.6K
$495K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.25K- 1.22% |
$17.5K - $20.7K
|
102K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 10.28% |
$18.9K - $22.3K
|
11.8K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 10.46% |
$21.2K - $25.2K
|
13K
$242K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.8K- 1.74% |
$25.1K - $29.8K
|
102K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.83K- 26.07% |
$25.5K - $30.2K
|
5.18K
$96.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.9K- 17.96% |
$26.5K - $31.4K
|
8.68K
$161K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.5K- 16.13% |
$34.9K - $41.3K
|
13K
$242K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.5K- 12.36% |
$34.9K - $41.4K
|
17.7K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.99K- 25.16% |
$41.7K - $49.4K
|
8.89K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.3K- 12.81% |
$46.1K - $54.5K
|
22.5K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.47K- 5.66% |
$48.4K - $57.3K
|
57.7K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 4.25% |
$48.9K - $57.9K
|
78.9K
$1.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.26K- 11.3% |
$59.4K - $70.4K
|
33.4K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-4.27K- 11.55% |
$59.6K - $70.5K
|
32.7K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6K- 85.71% |
$83.8K - $99.2K
|
1K
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 30.08% |
$94.4K - $112K
|
15.7K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.57K- 18.83% |
$120K - $142K
|
37K
$687K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.9K- 17.23% |
$180K - $213K
|
61.9K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.6K- 18.79% |
$273K - $323K
|
84.6K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.5K- 3.61% |
$342K - $405K
|
653K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-27.3K- 69.98% |
$380K - $450K
|
11.7K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.6K- 5.28% |
$580K - $687K
|
746K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-96.1K- 15.41% |
$1.34M - $1.59M
|
527K
$9.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103K- 47.24% |
$1.43M - $1.7M
|
115K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-208K- 93.87% |
$2.9M - $3.44M
|
13.6K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-292K- 4.16% |
$4.08M - $4.83M
|
6.74M
$125M
|