Archford Capital Strategies’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Archford Capital Strategies’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
2019 Q1	–	Sell	-100	Closed	-$2K	–	528
2018 Q4	$2K	Buy	+100	New	+$2K	﹤0.01%	459

Other funds holding FPF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Archford Capital Strategies's FPF Position: Q1 2019 in Review

Archford Capital Strategies sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in FPF in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 87 funds tracked by Wall St. Rank hold FPF as of Q1 2019.

Archford Capital Strategies reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
Archford Capital Strategies sold 100 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2019, an estimated $2K.
Archford Capital Strategies first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2018 and held it in 1 quarter.
Archford Capital Strategies's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2K in Q4 2018.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2019.

Based on Archford Capital Strategies's 13F filing for Q1 2019, filed 13 May 2019.