BCWM
FPF

Bartlett & Co Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-10
Closed -$170 – 1077
2022
Q4 		$170 Buy
+10
New +$167 ﹤0.01% 1085

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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bartlett & Co Wealth Management's FPF Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2023, closing a stake of 10 shares — an estimated $170 sold.

Bartlett & Co Wealth Management first reported a position in FPF in Q4 2022 and held it in 1 quarter. The position peaked at $170 in Q4 2022. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2023, an estimated $170.
  • Bartlett & Co Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $170 in Q4 2022.
  • 110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.