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Abound Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Abound Wealth Management’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-160
Closed -$2.87K – 1220
2024
Q1 		$2.87K Buy
+160
New +$2.77K ﹤0.01% 623

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Abound Wealth Management's FPF Position: Q2 2024 in Review

Abound Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2024, closing a stake of 160 shares — an estimated $2.87K sold.

Abound Wealth Management first reported a position in FPF in Q1 2024 and held it in 1 quarter. The position peaked at $2.87K in Q1 2024. 110 funds tracked by Wall St. Rank hold FPF as of Q2 2024.

  • Abound Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 160 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2024, an estimated $2.87K.
  • Abound Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2024 and held it in 1 quarter.
  • Abound Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.87K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.