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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Aurora Private Wealth's FPF Position: Q4 2021 in Review

Aurora Private Wealth sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2021, closing a stake of 30,551 shares — an estimated $764K sold.

Aurora Private Wealth first reported a position in FPF in Q4 2019 and held it in 8 quarters. The position peaked at $764K in Q3 2021. 104 funds tracked by Wall St. Rank hold FPF as of Q4 2021.

Aurora Private Wealth reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
Aurora Private Wealth sold 30,551 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2021, an estimated $764K.
Aurora Private Wealth first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and held it in 8 quarters.
Aurora Private Wealth's First Trust Intermediate Duration Preferred & Income Fund position peaked at $764K in Q3 2021.
104 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2021.

Based on Aurora Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.