| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| First Trust Intermediate Duration Preferred & Income Fund | Officer-Investment Sub-Advisor | Common Shares | 47,712 | $889,351 | $18.64 | 22 May 2013 | Direct |
| First Trust Intermediate Duration Preferred & Income Fund | Officer-Investment Sub-Advisor | Common Shares | 35,000 | $652,400 | $18.64 | 22 May 2013 | by Spouse |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 31 Dec 2025 | 0 | $0 | 5/A | Officer-Investment Sub-Advisor | 20 Jan 2026, 10:24 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 14 Dec 2023 | 1 | +$246,999 | 4 | Officer-Investment Sub-Advisor | 15 Dec 2023, 10:59 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 21 Nov 2023 | 1 | +$307,221 | 4 | Officer-Investment Sub-Advisor | 08 Dec 2023, 14:37 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 05 Oct 2022 | 1 | +$123,627 | 4 | Officer-Investment Sub-Advisor | 05 Oct 2022, 14:51 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 15 Sep 2022 | 1 | +$135,375 | 4 | Officer-Investment Sub-Advisor | 15 Sep 2022, 17:14 |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | 22 May 2013 | 0 | $0 | 3 | Officer-Investment Sub-Advisor | 20 Jan 2026, 10:27 |