BRWA
FPF

B. Riley Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-33,165
Closed -$649K – 1193
2024
Q3 		$649K Sell
33,165
-7,161
-18% -$133K 0.02% 651
2024
Q2 		$741K Buy
40,326
+20,091
+99% +$353K 0.02% 650
2024
Q1 		$302K Buy
20,235
+2,502
+14% +$43.3K 0.01% 1038
2023
Q4 		$292K Sell
17,733
-2,502
-12% -$37.9K 0.01% 1065
2023
Q3 		$302K Buy
20,235
+1,842
+10% +$28.1K 0.01% 1038
2023
Q2 		$285K Buy
18,393
+558
+3% +$8.55K 0.01% 1146
2023
Q1 		$281K Sell
17,835
-84
-0.5% -$1.47K 0.01% 1104
2022
Q4 		$304K Buy
17,919
+1,501
+9% +$25.1K 0.01% 1043
2022
Q3 		$273K Sell
16,418
-6,602
-29% -$125K 0.01% 1059
2022
Q2 		$431K Buy
23,020
+387
+2% +$7.57K 0.02% 723
2022
Q1 		$498K Buy
22,633
+2,283
+11% +$50.8K 0.02% 751
2021
Q4 		$500K Buy
20,350
+469
+2% +$11.7K 0.01% 807
2021
Q3 		$498K Buy
19,881
+5,749
+41% +$147K 0.02% 784
2021
Q2 		$355K Buy
14,132
+3,084
+28% +$76.1K 0.01% 932
2021
Q1 		$265K Buy
+11,048
New +$259K 0.01% 1059
2020
Q4 		– Sell
-16,435
Closed -$354K – 1051
2020
Q3 		$354K Buy
16,435
+104
+0.6% +$2.26K 0.02% 661
2020
Q2 		$348K Buy
16,331
+269
+2% +$5.41K 0.02% 580
2020
Q1 		$287K Sell
16,062
-63
-0.4% -$1.4K 0.02% 551
2019
Q4 		$381K Sell
16,125
-609
-4% -$14.5K 0.03% 516
2019
Q3 		$396K Buy
16,734
+222
+1% +$5.15K 0.04% 487
2019
Q2 		$376K Sell
16,512
-198
-1% -$4.41K 0.04% 481
2019
Q1 		$365K Buy
16,710
+2,170
+15% +$46K 0.05% 428
2018
Q4 		$288K Sell
14,540
-225
-2% -$4.51K 0.04% 453
2018
Q3 		$319K Sell
14,765
-189
-1% -$4.11K 0.04% 473
2018
Q2 		$323K Sell
14,954
-564
-4% -$12.5K 0.04% 435
2018
Q1 		$361K Sell
15,518
-63
-0.4% -$1.47K 0.05% 400
2017
Q4 		$380K Buy
+15,581
New +$385K 0.05% 378

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

B. Riley Wealth Advisors's FPF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2024, closing a stake of 33,165 shares — an estimated $649K sold.

B. Riley Wealth Advisors first reported a position in FPF in Q4 2017 and held it in 27 quarters. The position peaked at $741K in Q2 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 33,165 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2024, an estimated $649K.
  • B. Riley Wealth Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 27 quarters.
  • B. Riley Wealth Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $741K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.