Avantax Planning Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-11	Closed	–	–	606
2018 Q3	$0	Buy	+11	New	+$239	﹤0.01%	1456
2018 Q2	–	Sell	-11	Closed	–	–	666
2018 Q1	$0	Buy	+11	New	+$257	﹤0.01%	1835

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Avantax Planning Partners's FPF Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2018, closing a stake of 11 shares.

Avantax Planning Partners first reported a position in FPF in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 93 funds tracked by Wall St. Rank hold FPF as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 11 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2018.
Avantax Planning Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $0 in Q3 2018.
93 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.