AIP
FPF

Almanack Investment Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-1,200
Closed -$20K – 538
2022
Q3 		$20K Buy
+1,200
New +$22.7K ﹤0.01% 374

Other funds holding FPF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Almanack Investment Partners's FPF Position: Q4 2022 in Review

Almanack Investment Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2022, closing a stake of 1,200 shares — an estimated $20K sold.

Almanack Investment Partners first reported a position in FPF in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 113 funds tracked by Wall St. Rank hold FPF as of Q4 2022.

  • Almanack Investment Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,200 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2022, an estimated $20K.
  • Almanack Investment Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $20K in Q3 2022.
  • 113 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.