Armor Investment Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Armor Investment 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
2023 Q3	–	Sell	-10,472	Closed	-$162K	–	158
2023 Q2	$162K	Sell	10,472 -1,500	-13%	-$23K	0.1%	103
2023 Q1	$189K	Sell	11,972 -360	-3%	-$6.3K	0.11%	109
2022 Q4	$208K	Sell	12,332 -1,504	-11%	-$25.2K	0.13%	106
2022 Q3	$229K	Sell	13,836 -4,387	-24%	-$83K	0.16%	103
2022 Q2	$340K	Sell	18,223 -4,281	-19%	-$83.8K	0.22%	87
2022 Q1	$495K	Sell	22,504 -1,726	-7%	-$38.4K	0.28%	80
2021 Q4	$595K	Sell	24,230 -1,200	-5%	-$29.9K	0.34%	75
2021 Q3	$636K	Sell	25,430 -3,687	-13%	-$94.4K	0.4%	62
2021 Q2	$731K	Sell	29,117 -817	-3%	-$20.2K	0.44%	55
2021 Q1	$717K	Buy	29,934 +208	+0.7%	+$4.88K	0.47%	53
2020 Q4	$715K	Sell	29,726 -860	-3%	-$19.3K	0.5%	54
2020 Q3	$657K	Sell	30,586 -600	-2%	-$13K	0.56%	49
2020 Q2	$665K	Sell	31,186 -1,029	-3%	-$20.7K	0.58%	51
2020 Q1	$575K	Sell	32,215 -350	-1%	-$7.79K	0.59%	49
2019 Q4	$768K	Buy	32,565 +2,566	+9%	+$61K	0.6%	49
2019 Q3	$709K	Buy	29,999 +409	+1%	+$9.49K	0.58%	50
2019 Q2	$673K	Sell	29,590 -578	-2%	-$12.9K	0.57%	51
2019 Q1	$658K	Hold	30,168	–	–	0.57%	52
2018 Q4	$597K	Buy	30,168 +600	+2%	+$12K	0.61%	54
2018 Q3	$637K	Buy	29,568 +368	+1%	+$8.01K	0.57%	56
2018 Q2	$630K	Buy	29,200 +1,100	+4%	+$24.4K	0.57%	56
2018 Q1	$654K	Buy	28,100 +6,950	+33%	+$162K	0.6%	53
2017 Q4	$515K	Buy	+21,150	New	+$522K	0.47%	60

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Armor Investment Advisors's FPF Position: Q3 2023 in Review

Armor Investment Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2023, closing a stake of 10,472 shares — an estimated $162K sold.

Armor Investment Advisors first reported a position in FPF in Q4 2017 and held it in 23 quarters. The position peaked at $768K in Q4 2019. 107 funds tracked by Wall St. Rank hold FPF as of Q3 2023.

Armor Investment Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
Armor Investment Advisors sold 10,472 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2023, an estimated $162K.
Armor Investment Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 23 quarters.
Armor Investment Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $768K in Q4 2019.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2023.

Based on Armor Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.