Envestnet Portfolio Solutions’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-11,047	Closed	-$180K	–	1620
2023 Q4	$180K	Buy	+11,047	New	+$167K	﹤0.01%	1507

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

Envestnet Portfolio Solutions's FPF Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2024, closing a stake of 11,047 shares — an estimated $180K sold.

Envestnet Portfolio Solutions first reported a position in FPF in Q4 2023 and held it in 1 quarter. The position peaked at $180K in Q4 2023. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2024.

Envestnet Portfolio Solutions reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,047 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2024, an estimated $180K.
Envestnet Portfolio Solutions first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and held it in 1 quarter.
Envestnet Portfolio Solutions's First Trust Intermediate Duration Preferred & Income Fund position peaked at $180K in Q4 2023.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.