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

Cetera Advisors’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 Q2	–	Sell	-18,131	Closed	-$286K	–	1694
2023 Q1	$286K	Hold	18,131	–	–	﹤0.01%	1312
2022 Q4	$306K	Sell	18,131 -395	-2%	-$6.61K	0.01%	1227
2022 Q3	$307K	Sell	18,526 -776	-4%	-$14.7K	0.01%	962
2022 Q2	$361K	Sell	19,302 -150	-0.8%	-$2.94K	0.01%	974
2022 Q1	$428K	Sell	19,452 -85	-0.4%	-$1.89K	0.01%	958
2021 Q4	$479K	Sell	19,537 -2,643	-12%	-$65.8K	0.01%	903
2021 Q3	$555K	Hold	22,180	–	–	0.01%	842
2021 Q2	$557K	Buy	22,180 +546	+3%	+$13.5K	0.01%	778
2021 Q1	$518K	Sell	21,634 -527	-2%	-$12.4K	0.01%	722
2020 Q4	$533K	Sell	22,161 -941	-4%	-$21.1K	0.02%	614
2020 Q3	$496K	Sell	23,102 -385	-2%	-$8.37K	0.02%	565
2020 Q2	$501K	Sell	23,487 -285	-1%	-$5.73K	0.02%	532
2020 Q1	$424K	Sell	23,772 -1,515	-6%	-$33.7K	0.02%	512
2019 Q4	$596K	Sell	25,287 -11,855	-32%	-$282K	0.03%	502
2019 Q3	$877K	Buy	37,142 +68	+0.2%	+$1.58K	0.04%	387
2019 Q2	$844K	Buy	37,074 +4,950	+15%	+$110K	0.04%	414
2019 Q1	$700K	Sell	32,124 -324	-1%	-$6.87K	0.03%	410
2018 Q4	$641K	Buy	32,448 +4,535	+16%	+$90.9K	0.04%	414
2018 Q3	$604K	Sell	27,913 -28,671	-51%	-$624K	0.03%	495
2018 Q2	$1.23M	Buy	+56,584	New	+$1.26M	0.07%	277
2018 Q1	–	Sell	-65,489	Closed	-$1.59M	–	820
2017 Q4	$1.59M	Buy	+65,489	New	+$1.62M	0.1%	204

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Cetera Advisors's FPF Position: Q2 2023 in Review

Cetera Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2023, closing a stake of 18,131 shares — an estimated $286K sold.

Cetera Advisors first reported a position in FPF in Q4 2017 and held it in 21 quarters. The position peaked at $1.59M in Q4 2017. 99 funds tracked by Wall St. Rank hold FPF as of Q2 2023.

Cetera Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2023 after selling out during the quarter.
Cetera Advisors sold 18,131 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2023, an estimated $286K.
Cetera Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 21 quarters.
Cetera Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.59M in Q4 2017.
99 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.