AI filing briefs

First Trust Intermediate Duration Preferred & Income Fund (FPF)

FPF 8-K filings, explained

Every material Form 8-K First Trust Intermediate Duration Preferred & Income Fund has filed with the SEC since October 24, 2022, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.

Briefs on record3since Oct 24, 2022
Latest filingOct 17, 2023other
High impact (4-5)0of 3 briefs
ToneNeutral3
other 2leadership 1
Oct 17, 4:21 PM ET

First Trust Intermediate Duration Preferred & Income Fund to host portfolio manager update Oct. 19

Neutral other Written later 7.01

The Fund filed a press release issued October 17, 2023, announcing that Stonebridge Advisors LLC, its investment sub-advisor, will release an update on the market and the Fund on October 19, 2023. The filing contains no financial results, distributions, or changes to the Fund's operations.

  • Update is available Thursday, October 19, 2023, at 5:00 P.M. Eastern Time through 11:59 P.M. Eastern Time on Saturday, November 18, 2023
  • The update is presented by Stonebridge Advisors LLC, the Fund's investment sub-advisor
  • The filing reports no financial results or performance figures
Read the filing on SEC.gov ↗
Sep 12, 4:20 PM ET

First Trust Intermediate Duration Fund appoints Bronwyn Wright as trustee

Neutral leadership Written later 5.02

The Fund disclosed that Bronwyn Wright was appointed as a Trustee effective September 10, 2023, as announced in a September 11, 2023 press release from First Trust Advisors L.P. She also joined the Audit, Valuation, and Nominating and Governance committees. The filing describes this as an administrative board change with no reported transactions requiring disclosure under Item 404(a) of Regulation S-K.

  • Bronwyn Wright appointed Trustee effective September 10, 2023
  • Also named to the Audit, Valuation, and Nominating and Governance committees
  • Former Managing Director of Citibank Europe plc and Head of Securities and Fund Services for Citi Ireland
  • Not party to any transaction with the Fund or First Trust Advisors L.P. requiring Item 404(a) disclosure
Read the filing on SEC.gov ↗
Oct 24, 4:10 PM ET

First Trust Intermediate Duration Preferred & Income Fund to host portfolio manager update Oct. 26

Neutral other Written later 7.01

The fund's investment sub-advisor, Stonebridge Advisors LLC, will release an update on the market and the fund on October 26, 2022, according to a press release filed as an exhibit to the 8-K. The filing contains no financial results, portfolio figures or changes to fund operations, so it is an administrative notice of a commentary event for shareholders.

  • Stonebridge Advisors LLC, investment sub-advisor for FPF, will release the update on October 26, 2022.
  • The replay is available from 5:00 P.M. Eastern Time on October 26, 2022, until 5:00 P.M. Eastern Time on November 25, 2022.
  • The press release cites Stonebridge assets under management of approximately $12.2 billion as of September 30, 2022.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every First Trust Intermediate Duration Preferred & Income Fund filing is on SEC EDGAR ↗. 8-K briefs of other companies →