AFG
FPF

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

Albion Financial Group’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
2022
Q1 		– Sell
-1,226
Closed -$30K – 618
2021
Q4 		$30K Buy
+1,226
New +$30.5K ﹤0.01% 323

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Albion Financial Group's FPF Position: Q1 2022 in Review

Albion Financial Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2022, closing a stake of 1,226 shares — an estimated $30K sold.

Albion Financial Group first reported a position in FPF in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 101 funds tracked by Wall St. Rank hold FPF as of Q1 2022.

  • Albion Financial Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
  • Albion Financial Group sold 1,226 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2022, an estimated $30K.
  • Albion Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2021 and held it in 1 quarter.
  • Albion Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $30K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2022.

Based on Albion Financial Group's 13F filing for Q1 2022, filed 9 May 2022.