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Calton & Associates’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-907
Closed -$21K – 668
2017
Q4 		$21K Buy
+907
New +$22.4K 0.01% 876

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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Calton & Associates's FPF Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2018, closing a stake of 907 shares — an estimated $21K sold.

Calton & Associates first reported a position in FPF in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 84 funds tracked by Wall St. Rank hold FPF as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 907 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2018, an estimated $21K.
  • Calton & Associates first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Intermediate Duration Preferred & Income Fund position peaked at $21K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.