Advisornet Financial’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Advisornet Financial’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
2023 Q3	–	Sell	-500	Closed	-$7.75K	–	2336
2023 Q2	$7.75K	Hold	500	–	–	﹤0.01%	1396
2023 Q1	$7.89K	Hold	500	–	–	﹤0.01%	1372
2022 Q4	$8.44K	Buy	+500	New	+$8.37K	﹤0.01%	1341
2022 Q3	–	Sell	-800	Closed	-$15K	–	1916
2022 Q2	$15K	Hold	800	–	–	﹤0.01%	1230
2022 Q1	$18K	Hold	800	–	–	﹤0.01%	1277
2021 Q4	$20K	Hold	800	–	–	﹤0.01%	1287
2021 Q3	$20K	Hold	800	–	–	﹤0.01%	1251
2021 Q2	$20K	Hold	800	–	–	﹤0.01%	1218
2021 Q1	$19K	Hold	800	–	–	﹤0.01%	1204
2020 Q4	$19K	Hold	800	–	–	﹤0.01%	1140
2020 Q3	$17K	Sell	800 -410	-34%	-$8.91K	﹤0.01%	1139
2020 Q2	$26K	Buy	1,210 +410	+51%	+$8.25K	﹤0.01%	1033
2020 Q1	$14K	Hold	800	–	–	﹤0.01%	1166
2019 Q4	$19K	Hold	800	–	–	﹤0.01%	1199
2019 Q3	$19K	Buy	+800	New	+$18.6K	﹤0.01%	1200

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisornet Financial's FPF Position: Q3 2023 in Review

Advisornet Financial sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2023, closing a stake of 500 shares — an estimated $7.75K sold.

Advisornet Financial first reported a position in FPF in Q3 2019 and held it in 15 quarters. The position peaked at $26K in Q2 2020. 107 funds tracked by Wall St. Rank hold FPF as of Q3 2023.

Advisornet Financial reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2023, an estimated $7.75K.
Advisornet Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2019 and held it in 15 quarters.
Advisornet Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $26K in Q2 2020.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.