BC
FPF

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

Bartlett & Co’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 – – 1055
2022
Q4 		$0 Buy
+10
New +$167 ﹤0.01% 1112

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bartlett & Co sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2023, closing a stake of 10 shares.

Bartlett & Co first reported a position in FPF in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2023.

  • Bartlett & Co reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co sold 10 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2023.
  • Bartlett & Co first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 1 quarter.
  • Bartlett & Co's First Trust Intermediate Duration Preferred & Income Fund position peaked at $0 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's 13F filing for Q1 2023, filed 6 Apr 2023.