EWM
FPF

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

Executive Wealth Management’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,315
Closed -$30K – 363
2019
Q2 		$30K Buy
1,315
+17
+1% +$388 ﹤0.01% 394
2019
Q1 		$28K Hold
1,298
– – 0.01% 370
2018
Q4 		$26K Buy
+1,298
New +$26K ﹤0.01% 387