First Trust Advisors
FPT

First Trust Advisors’s Federated Premier Intermediate M FPT Stock Holding History

First Trust Advisors’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-40,402
Closed -$552K – 2558
2017
Q2 		$552K Buy
40,402
+4,158
+11% +$55.7K ﹤0.01% 2035
2017
Q1 		$477K Buy
36,244
+2,558
+8% +$32.9K ﹤0.01% 2101
2016
Q4 		$426K Buy
33,686
+8,733
+35% +$115K ﹤0.01% 2187
2016
Q3 		$352K Buy
24,953
+2,648
+12% +$37.9K ﹤0.01% 2092
2016
Q2 		$327K Buy
22,305
+1,150
+5% +$16.3K ﹤0.01% 2067
2016
Q1 		$292K Buy
21,155
+5,118
+32% +$69.7K ﹤0.01% 2071
2015
Q4 		$216K Sell
16,037
-1,530
-9% -$20.3K ﹤0.01% 2132
2015
Q3 		$231K Sell
17,567
-345
-2% -$4.51K ﹤0.01% 2124
2015
Q2 		$236K Sell
17,912
-175
-1% -$2.22K ﹤0.01% 2130
2015
Q1 		$235K Buy
+18,087
New +$235K ﹤0.01% 2129
2014
Q1 		– Sell
-20,596
Closed -$251K – 2391
2013
Q4 		$251K Sell
20,596
-3,653
-15% -$44.6K ﹤0.01% 2100
2013
Q3 		$304K Sell
24,249
-1,077
-4% -$13.3K ﹤0.01% 2096
2013
Q2 		$331K Buy
+25,326
New +$346K ﹤0.01% 2000

Other funds holding FPT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors's FPT Position: Q3 2017 in Review

First Trust Advisors sold out of Federated Premier Intermediate M (FPT) in Q3 2017, closing a stake of 40,402 shares — an estimated $552K sold.

First Trust Advisors first reported a position in FPT in Q2 2013 and held it in 13 quarters. The position peaked at $552K in Q2 2017. 22 funds tracked by Wall St. Rank hold FPT as of Q3 2017.

  • First Trust Advisors reported no remaining Federated Premier Intermediate M position as of Q3 2017 after selling out during the quarter.
  • First Trust Advisors sold 40,402 Federated Premier Intermediate M shares in Q3 2017, an estimated $552K.
  • First Trust Advisors first reported a position in Federated Premier Intermediate M in Q2 2013 and held it in 13 quarters.
  • First Trust Advisors's Federated Premier Intermediate M position peaked at $552K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2017.

Based on First Trust Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.