American Portfolios Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

American Portfolios Advisors’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 Q3	$191K	Sell	11,524 -132	-1%	-$2.5K	0.01%	1032
2022 Q2	$218K	Buy	11,656 +1,993	+21%	+$39K	0.01%	1011
2022 Q1	$212K	Buy	9,663 +422	+5%	+$9.39K	0.01%	1133
2021 Q4	$227K	Sell	9,241 -14	-0.2%	-$349	0.01%	1091
2021 Q3	$232K	Buy	9,255 +2,322	+33%	+$59.5K	0.01%	1048
2021 Q2	$174K	Buy	6,933 +151	+2%	+$3.73K	0.01%	1174
2021 Q1	$162K	Buy	6,782 +366	+6%	+$8.59K	0.01%	1116
2020 Q4	$154K	Sell	6,416 -56	-0.9%	-$1.26K	0.01%	987
2020 Q3	$139K	Sell	6,472 -2,730	-30%	-$59.4K	0.01%	942
2020 Q2	$196K	Buy	9,202 +11	+0.1%	+$221	0.01%	741
2020 Q1	$164K	Hold	9,191	–	–	0.01%	712
2019 Q4	$217K	Buy	9,191 +3,371	+58%	+$80.2K	0.02%	717
2019 Q3	$138K	Buy	5,820 +732	+14%	+$17K	0.01%	852
2019 Q2	$116K	Buy	5,088 +306	+6%	+$6.82K	0.01%	922
2019 Q1	$104K	Buy	4,782 +360	+8%	+$7.64K	0.01%	874
2018 Q4	$87.6K	Sell	4,422 -1,771	-29%	-$35.5K	0.01%	776
2018 Q3	$134K	Sell	6,193 -801	-11%	-$17.4K	0.02%	726
2018 Q2	$151K	Sell	6,994 -4,527	-39%	-$100K	0.02%	666
2018 Q1	$268K	Buy	11,521 +2,754	+31%	+$64.3K	0.04%	410
2017 Q4	$214K	Buy	+8,767	New	+$216K	0.03%	476

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's FPF Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 1.1% in Q3 2022, selling an estimated $2.5K and leaving 11,524 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #1032.

American Portfolios Advisors first reported a position in FPF in Q4 2017 and has held it in 20 quarters since. The position peaked at $268K in Q1 2018. 100 funds tracked by Wall St. Rank hold FPF as of Q3 2022.

American Portfolios Advisors held 11,524 shares of First Trust Intermediate Duration Preferred & Income Fund worth $191K as of Q3 2022.
American Portfolios Advisors sold 132 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2022, an estimated $2.5K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1032 holding.
American Portfolios Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $268K in Q1 2018.
100 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.