Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 4.68% |
$6.38M - $6.95M
|
7.99M
$150M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
171K+ 25.93% |
$3.06M - $3.33M
|
831K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
109KNew |
$1.94M - $2.12M
|
109K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97.2KNew |
$1.74M - $1.89M
|
97.2K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.5K+ 5.82% |
$992K - $1.08M
|
1.01M
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.9K+ 7.24% |
$910K - $992K
|
755K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35.2KNew |
$630K - $687K
|
35.2K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.9K+ 5.14% |
$606K - $661K
|
694K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.4KNew |
$471K - $514K
|
26.4K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.4K+ 19.09% |
$383K - $418K
|
134K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.3KNew |
$292K - $318K
|
16.3K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.5KNew |
$278K - $303K
|
15.5K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.8KNew |
$264K - $288K
|
14.8K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 61.25% |
$240K - $261K
|
35.3K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 65.92% |
$232K - $253K
|
32.7K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11KNew |
$197K - $215K
|
11K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$179K - $195K
|
10K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.65K+ 4.3% |
$172K - $188K
|
234K
$4.39M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.35KNew |
$149K - $163K
|
8.35K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.1K+ 19.94% |
$127K - $138K
|
42.7K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.35K+ 29.09% |
$113K - $124K
|
28.2K
$529K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
5.15K+ 40.54% |
$92K - $100K
|
17.8K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.12K+ 7.99% |
$91.5K - $99.7K
|
69.2K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.01K+ 6.94% |
$71.7K - $78.2K
|
61.8K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.79K+ 9.01% |
$67.7K - $73.8K
|
45.9K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.68K+ 12.76% |
$65.7K - $71.7K
|
32.5K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.57K+ 11.02% |
$63.8K - $69.6K
|
36K
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45K+ 10.03% |
$61.7K - $67.2K
|
37.9K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.18K+ 2.84% |
$56.8K - $62K
|
115K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.13K+ 2.43% |
$55.9K - $60.9K
|
132K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.69KNew |
$48.1K - $52.4K
|
2.69K
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.72K+ 13.16% |
$30.8K - $33.6K
|
14.8K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.5KNew |
$26.8K - $29.2K
|
1.5K
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.06KNew |
$18.9K - $20.6K
|
1.06K
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
950New |
$17K - $18.5K
|
950
$17.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
920+ 5.28% |
$16.4K - $17.9K
|
18.3K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
700+ 2.93% |
$12.5K - $13.6K
|
24.6K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
429+ 3.03% |
$7.67K - $8.36K
|
14.6K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
397New |
$7.09K - $7.73K
|
397
$7.45K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
215New |
$3.84K - $4.19K
|
215
$4.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
146+ 0.85% |
$2.61K - $2.84K
|
17.3K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 2.11% |
$2.43K - $2.65K
|
6.57K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
108+ 6.63% |
$1.93K - $2.1K
|
1.74K
$32.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 25.0% |
$1.79K - $1.95K
|
500
$9.38K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
56+ 0.59% |
$1K - $1.09K
|
9.49K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
46New |
$822 - $896
|
46
$863
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 2.12% |
$250 - $273
|
674
$12.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 2.31% |
$214 - $234
|
531
$9.96K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 2.17% |
$197 - $214
|
519
$9.74K
|