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

Engrave Wealth 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
2020 Q3	–	Sell	-668	Closed	-$14K	–	193
2020 Q2	$14K	Hold	668	–	–	0.01%	217
2020 Q1	$11K	Hold	668	–	–	0.01%	203
2019 Q4	$15K	Buy	+668	New	+$15.9K	0.01%	257

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

PPA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SCM

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

Engrave Wealth Partners's FPF Position: Q3 2020 in Review

Engrave Wealth Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2020, closing a stake of 668 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in FPF in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 95 funds tracked by Wall St. Rank hold FPF as of Q3 2020.

Engrave Wealth Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 668 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2020, an estimated $14K.
Engrave Wealth Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $15K in Q4 2019.
95 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.