American Financial Network Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

American Financial Network Advisory Services’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
2018 Q2	–	Sell	-11	Closed	-$338K	–	177
2018 Q1	$338K	Sell	11 -40,275	-100%	-$940K	0.18%	132
2017 Q4	$982K	Buy	40,286 +9,464	+31%	+$234K	0.41%	81
2017 Q3	$762K	Buy	+30,822	New	+$757K	0.33%	98

Other funds holding FPF

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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

American Financial Network Advisory Services's FPF Position: Q2 2018 in Review

American Financial Network Advisory Services sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2018, closing a stake of 11 shares — an estimated $338K sold.

American Financial Network Advisory Services first reported a position in FPF in Q3 2017 and held it in 3 quarters. The position peaked at $982K in Q4 2017. 87 funds tracked by Wall St. Rank hold FPF as of Q2 2018.

American Financial Network Advisory Services reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2018 after selling out during the quarter.
American Financial Network Advisory Services sold 11 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2018, an estimated $338K.
American Financial Network Advisory Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2017 and held it in 3 quarters.
American Financial Network Advisory Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $982K in Q4 2017.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2018.

Based on American Financial Network Advisory Services's 13F filing for Q2 2018, filed 7 Aug 2018.