Fidelity Investments’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-1	Closed	-$18	–	5573
2024 Q2	$18	Buy	+1	New	+$18	﹤0.01%	5220
2023 Q3	–	Sell	-1	Closed	-$16	–	5370
2023 Q2	$16	Buy	+1	New	+$15	﹤0.01%	5216
2022 Q2	–	Sell	-251	Closed	-$5K	–	5120
2022 Q1	$5K	Buy	+251	New	+$5.59K	﹤0.01%	4426
2021 Q3	–	Sell	-1	Closed	–	–	4582
2021 Q2	$0	Buy	+1	New	+$25	﹤0.01%	4464
2021 Q1	–	Sell	-1	Closed	–	–	4167
2020 Q4	$0	Buy	+1	New	+$22	﹤0.01%	3995
2020 Q2	–	Sell	-1	Closed	–	–	3783
2020 Q1	$0	Hold	1	–	–	﹤0.01%	3832
2019 Q4	$0	Hold	1	–	–	﹤0.01%	3936
2019 Q3	$0	Buy	+1	New	+$23	﹤0.01%	3920

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Fidelity Investments's FPF Position: Q3 2024 in Review

Fidelity Investments sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2024, closing a stake of 1 share — an estimated $18 sold.

Fidelity Investments first reported a position in FPF in Q3 2019 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 110 funds tracked by Wall St. Rank hold FPF as of Q3 2024.

Fidelity Investments reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 1 First Trust Intermediate Duration Preferred & Income Fund share in Q3 2024, an estimated $18.
Fidelity Investments first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2019 and held it in 8 quarters.
Fidelity Investments's First Trust Intermediate Duration Preferred & Income Fund position peaked at $5K in Q1 2022.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.