ACA
FPF

Aptus Capital Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Aptus Capital 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
2021
Q3 		– Sell
-27,300
Closed -$686K – 562
2021
Q2 		$686K Buy
+27,300
New +$674K 0.02% 265

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Aptus Capital Advisors's FPF Position: Q3 2021 in Review

Aptus Capital Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2021, closing a stake of 27,300 shares — an estimated $686K sold.

Aptus Capital Advisors first reported a position in FPF in Q2 2021 and held it in 1 quarter. The position peaked at $686K in Q2 2021. 110 funds tracked by Wall St. Rank hold FPF as of Q3 2021.

  • Aptus Capital Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2021 after selling out during the quarter.
  • Aptus Capital Advisors sold 27,300 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2021, an estimated $686K.
  • Aptus Capital Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2021 and held it in 1 quarter.
  • Aptus Capital Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $686K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2021.

Based on Aptus Capital Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.