APW
FPF

Aurora Private Wealth’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Aurora Private Wealth’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
Q4 		– Sell
-30,551
Closed -$764K – 215
2021
Q3 		$764K Buy
30,551
+950
+3% +$24.3K 0.31% 67
2021
Q2 		$743K Buy
29,601
+1,100
+4% +$27.1K 0.3% 76
2021
Q1 		$683K Buy
28,501
+1,300
+5% +$30.5K 0.28% 76
2020
Q4 		$654K Sell
27,201
-1,380
-5% -$31K 0.28% 79
2020
Q3 		$614K Buy
28,581
+800
+3% +$17.4K 0.26% 72
2020
Q2 		$592K Sell
27,781
-11,881
-30% -$239K 0.27% 67
2020
Q1 		$708K Buy
39,662
+18,631
+89% +$415K 0.25% 92
2019
Q4 		$496K Buy
+21,031
New +$500K 0.18% 98

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return