Dynasty Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Dynasty Wealth Management’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
2018 Q4	–	Sell	-16,200	Closed	-$349K	–	36
2018 Q3	$349K	Sell	16,200 -492	-3%	-$10.7K	0.45%	54
2018 Q2	$360K	Sell	16,692 -2,508	-13%	-$55.6K	0.75%	35
2018 Q1	$447K	Buy	19,200 +3,000	+19%	+$70K	0.19%	25
2017 Q4	$395K	Buy	+16,200	New	+$400K	0.68%	44

Other funds holding FPF

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Dynasty Wealth Management's FPF Position: Q4 2018 in Review

Dynasty Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2018, closing a stake of 16,200 shares — an estimated $349K sold.

Dynasty Wealth Management first reported a position in FPF in Q4 2017 and held it in 4 quarters. The position peaked at $447K in Q1 2018. 93 funds tracked by Wall St. Rank hold FPF as of Q4 2018.

Dynasty Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 16,200 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2018, an estimated $349K.
Dynasty Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $447K in Q1 2018.
93 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.