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 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-333- 3.07% |
$5.95K - $6.49K
|
10.5K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-374- 3.31% |
$6.68K - $7.29K
|
10.9K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-380- 17.43% |
$6.79K - $7.4K
|
1.8K
$33.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-435- 0.48% |
$7.77K - $8.47K
|
90.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-446- 0.7% |
$7.97K - $8.69K
|
63.7K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-600- 33.8% |
$10.7K - $11.7K
|
1.18K
$22K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-647- 28.2% |
$11.6K - $12.6K
|
1.65K
$30.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-700- 2.29% |
$12.5K - $13.6K
|
29.8K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-703- 2.91% |
$12.6K - $13.7K
|
23.4K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-944- 0.69% |
$16.9K - $18.4K
|
137K
$2.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-985- 5.7% |
$17.6K - $19.2K
|
16.3K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.03K- 10.88% |
$18.3K - $20K
|
8.4K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 99.53% |
$18.7K - $20.4K
|
5
$93.7
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.31K- 4.15% |
$23.4K - $25.5K
|
30.3K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.43K- 49.57% |
$25.5K - $27.8K
|
1.45K
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.24K- 1.62% |
$40K - $43.6K
|
136K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.53K- 5.91% |
$45.2K - $49.3K
|
40.3K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.57K- 0.81% |
$45.9K - $50K
|
315K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.02K- 12.29% |
$53.9K - $58.8K
|
21.5K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.29K- 4.21% |
$58.8K - $64.1K
|
74.7K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.49K- 7.33% |
$62.3K - $68K
|
44.1K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.5K- 10.91% |
$62.6K - $68.2K
|
28.6K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4K- 6.11% |
$71.4K - $77.9K
|
61.4K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5K- 32.26% |
$89.4K - $97.4K
|
10.5K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6K- 3.01% |
$107K - $117K
|
193K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.6K- 32.43% |
$118K - $129K
|
13.7K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.32K- 8.75% |
$149K - $162K
|
86.8K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.13K- 6.19% |
$163K - $178K
|
138K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.54K- 48.7% |
$171K - $186K
|
10.1K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.97K- 47.85% |
$178K - $194K
|
10.9K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.1K- 15.1% |
$199K - $217K
|
62.6K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 36.46% |
$301K - $328K
|
29.4K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 63.13% |
$320K - $349K
|
10.5K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 15.52% |
$359K - $391K
|
109K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-23.5K- 20.15% |
$420K - $458K
|
93.1K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.6K- 11.96% |
$422K - $460K
|
174K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-29.5K- 21.06% |
$527K - $575K
|
111K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-44.4K- 65.63% |
$794K - $866K
|
23.3K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 38.0% |
$897K - $978K
|
81.9K
$1.53M
|