CAGAS
FPF

Capital Advisory Group Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Capital Advisory Group Advisory Services’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
2020
Q2 		– Sell
-245
Closed -$4K – 474
2020
Q1 		$4K Buy
+245
New +$5.46K 0.01% 322
2019
Q4 		– Sell
-1,093
Closed -$27K – 277
2019
Q3 		$27K Hold
1,093
– – 0.02% 183
2019
Q2 		$25K Hold
1,093
– – 0.02% 197
2019
Q1 		$23K Buy
1,093
+603
+123% +$12.8K 0.02% 197
2018
Q4 		$10K Buy
+490
New +$9.83K 0.01% 241

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 $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return