BWM
FPF

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

Baystate 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
Q4 		$8.29K Buy
+507
New +$7.68K ﹤0.01% 772

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Baystate Wealth Management's FPF Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2023: 507 shares worth $8.29K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

118 funds tracked by Wall St. Rank hold FPF as of Q4 2023.

  • Baystate Wealth Management held 507 shares of First Trust Intermediate Duration Preferred & Income Fund worth $8.29K as of Q4 2023.
  • First Trust Intermediate Duration Preferred & Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #772 holding.
  • 118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.