Boaz Weinstein’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Boaz Weinstein’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	–	Sell	-241,846	Closed	-$3.6M	–	504
2023 Q3	$3.6M	Buy	+241,846	New	+$3.69M	0.09%	166
2014 Q2	–	Sell	-287,994	Closed	-$6.38M	–	207
2014 Q1	$6.38M	Sell	287,994 -15,362	-5%	-$332K	0.36%	71
2013 Q4	$6.45M	Buy	303,356 +84,092	+38%	+$1.75M	0.37%	65
2013 Q3	$4.68M	Buy	+219,264	New	+$4.82M	0.39%	69

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Boaz Weinstein's FPF Position: Q4 2023 in Review

Boaz Weinstein sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2023, closing a stake of 241,846 shares — an estimated $3.6M sold.

Boaz Weinstein first reported a position in FPF in Q3 2013 and held it in 4 quarters. The position peaked at $6.45M in Q4 2013. 118 funds tracked by Wall St. Rank hold FPF as of Q4 2023.

Boaz Weinstein reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2023 after selling out during the quarter.
Boaz Weinstein sold 241,846 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2023, an estimated $3.6M.
Boaz Weinstein first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2013 and held it in 4 quarters.
Boaz Weinstein's First Trust Intermediate Duration Preferred & Income Fund position peaked at $6.45M in Q4 2013.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2023.

Based on Saba Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.