BWA
FPF

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

BDO 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
2023
Q2 		– Sell
-727
Closed -$11.5K – 1011
2023
Q1 		$11.5K Buy
+727
New +$12.7K ﹤0.01% 677

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's FPF Position: Q2 2023 in Review

BDO Wealth Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2023, closing a stake of 727 shares — an estimated $11.5K sold.

BDO Wealth Advisors first reported a position in FPF in Q1 2023 and held it in 1 quarter. The position peaked at $11.5K in Q1 2023. 99 funds tracked by Wall St. Rank hold FPF as of Q2 2023.

  • BDO Wealth Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 727 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2023, an estimated $11.5K.
  • BDO Wealth Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $11.5K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.