Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
First Trust Intermediate Duration Preferred & Income Fund | Officer-Investment Sub-Advisor | Common Shares | 35K | $576K | $16.47 | Dec 14, 2023 | by spouse |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
FPF | First Trust Intermediate Duration Preferred & Income Fund | Dec 14, 2023 | 1 | $247K | 4 | Dec 15, 2023 | Officer-Investment Sub-Advisor |
FPF | First Trust Intermediate Duration Preferred & Income Fund | Nov 21, 2023 | 1 | $307K | 4 | Dec 8, 2023 | Officer-Investment Sub-Advisor |
FPF | First Trust Intermediate Duration Preferred & Income Fund | Oct 5, 2022 | 1 | $124K | 4 | Oct 5, 2022 | Officer-Investment Sub-Advisor |
FPF | First Trust Intermediate Duration Preferred & Income Fund | Sep 15, 2022 | 1 | $135K | 4 | Sep 15, 2022 | Officer-Investment Sub-Advisor |