Cetera Advisor Networks’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$328K	Sell	18,284 -1,642	-8%	-$28.4K	﹤0.01%	2223
2023 Q4	$325K	Buy	19,926 +627	+3%	+$9.5K	﹤0.01%	2189
2023 Q3	$288K	Sell	19,299 -708	-4%	-$10.8K	﹤0.01%	2176
2023 Q2	$310K	Sell	20,007 -1,557	-7%	-$23.9K	﹤0.01%	2056
2023 Q1	$340K	Sell	21,564 -365	-2%	-$6.39K	﹤0.01%	1969
2022 Q4	$370K	Sell	21,929 -21	-0.1%	-$352	﹤0.01%	1849
2022 Q3	$364K	Buy	21,950 +1,562	+8%	+$29.5K	﹤0.01%	1488
2022 Q2	$381K	Buy	20,388 +437	+2%	+$8.55K	﹤0.01%	1464
2022 Q1	$439K	Sell	19,951 -52	-0.3%	-$1.16K	0.01%	1376
2021 Q4	$491K	Buy	20,003 +359	+2%	+$8.94K	0.01%	1292
2021 Q3	$491K	Hold	19,644	–	–	0.01%	1236
2021 Q2	$493K	Buy	19,644 +7,372	+60%	+$182K	0.01%	1188
2021 Q1	$294K	Buy	12,272 +1,150	+10%	+$27K	0.01%	1157
2020 Q4	$267K	Hold	11,122	–	–	0.01%	1107
2020 Q3	$239K	Hold	11,122	–	–	0.01%	1064
2020 Q2	$237K	Buy	11,122 +357	+3%	+$7.18K	0.01%	1022
2020 Q1	$192K	Buy	10,765 +1,043	+11%	+$23.2K	0.01%	993
2019 Q4	$229K	Sell	9,722 -502	-5%	-$11.9K	0.01%	1088
2019 Q3	$242K	Buy	10,224 +500	+5%	+$11.6K	0.01%	1015
2019 Q2	$221K	Sell	9,724 -1,168	-11%	-$26K	0.01%	1042
2019 Q1	$238K	Hold	10,892	–	–	0.01%	980
2018 Q4	$216K	Sell	10,892 -684	-6%	-$13.7K	0.01%	906
2018 Q3	$251K	Buy	+11,576	New	+$252K	0.01%	939

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cetera Advisor Networks's FPF Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 8.2% in Q1 2024, selling an estimated $28.4K and leaving 18,284 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Cetera Advisor Networks first reported a position in FPF in Q3 2018 and has held it in 23 quarters since. The position peaked at $493K in Q2 2021. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2024.

Cetera Advisor Networks held 18,284 shares of First Trust Intermediate Duration Preferred & Income Fund worth $328K as of Q1 2024.
Cetera Advisor Networks sold 1,642 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2024, an estimated $28.4K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2223 holding.
Cetera Advisor Networks first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2018 and has held it in 23 quarters since.
Cetera Advisor Networks's First Trust Intermediate Duration Preferred & Income Fund position peaked at $493K in Q2 2021.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.