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

Concurrent Investment 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
2024 Q4	–	Sell	-20,675	Closed	-$404K	–	1158
2024 Q3	$404K	Sell	20,675 -3,900	-16%	-$72.3K	0.01%	678
2024 Q2	$451K	Buy	24,575 +9,742	+66%	+$171K	0.01%	621
2024 Q1	$266K	Buy	14,833 +2,114	+17%	+$36.6K	0.01%	707
2023 Q4	$207K	Buy	+12,719	New	+$193K	0.01%	759

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Concurrent Investment Advisors's FPF Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2024, closing a stake of 20,675 shares — an estimated $404K sold.

Concurrent Investment Advisors first reported a position in FPF in Q4 2023 and held it in 4 quarters. The position peaked at $451K in Q2 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q4 2024.

Concurrent Investment Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
Concurrent Investment Advisors sold 20,675 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2024, an estimated $404K.
Concurrent Investment Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and held it in 4 quarters.
Concurrent Investment Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $451K in Q2 2024.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.