Castleview Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Castleview Partners’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
2021 Q2	$23K	Buy	+905	New	+$22.3K	0.01%	530

Other funds holding FPF

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Castleview Partners's FPF Position: Q2 2021 in Review

Castleview Partners opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2021: 905 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings.

110 funds tracked by Wall St. Rank hold FPF as of Q2 2021.

Castleview Partners held 905 shares of First Trust Intermediate Duration Preferred & Income Fund worth $23K as of Q2 2021.
First Trust Intermediate Duration Preferred & Income Fund was a new Castleview Partners position in Q2 2021.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #530 holding.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.