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Financial Avengers’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Financial Avengers’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
2021
Q1 		– Sell
-133
Closed -$3K – 157
2020
Q4 		$3K Buy
+133
New +$2.98K ﹤0.01% 148

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Avengers's FPF Position: Q1 2021 in Review

Financial Avengers sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2021, closing a stake of 133 shares — an estimated $3K sold.

Financial Avengers first reported a position in FPF in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2021.

  • Financial Avengers reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Financial Avengers sold 133 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2021, an estimated $3K.
  • Financial Avengers first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2020 and held it in 1 quarter.
  • Financial Avengers's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2021.

Based on Financial Avengers's 13F filing for Q1 2021, filed 14 May 2021.