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

EverSource Wealth 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 Q3	–	Sell	-152	Closed	-$2.36K	–	2560
2023 Q2	$2.36K	Hold	152	–	–	﹤0.01%	1983
2023 Q1	$2.4K	Hold	152	–	–	﹤0.01%	1883
2022 Q4	$2.56K	Hold	152	–	–	﹤0.01%	1838
2022 Q3	$3K	Buy	+152	New	+$2.88K	﹤0.01%	1530

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

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

PCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EverSource Wealth Advisors's FPF Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2023, closing a stake of 152 shares — an estimated $2.36K sold.

EverSource Wealth Advisors first reported a position in FPF in Q3 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 107 funds tracked by Wall St. Rank hold FPF as of Q3 2023.

EverSource Wealth Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 152 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2023, an estimated $2.36K.
EverSource Wealth Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3K in Q3 2022.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.