FFP
FPF

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

FourThought Financial Partners’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
Q2 		– Sell
-65,882
Closed -$1.04M – 337
2023
Q1 		$1.04M Buy
65,882
+8,261
+14% +$145K 0.14% 121
2022
Q4 		$972K Buy
+57,621
New +$965K 0.14% 127

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FourThought Financial Partners's FPF Position: Q2 2023 in Review

FourThought Financial Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2023, closing a stake of 65,882 shares — an estimated $1.04M sold.

FourThought Financial Partners first reported a position in FPF in Q4 2022 and held it in 2 quarters. The position peaked at $1.04M in Q1 2023. 99 funds tracked by Wall St. Rank hold FPF as of Q2 2023.

  • FourThought Financial Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 65,882 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2023, an estimated $1.04M.
  • FourThought Financial Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 2 quarters.
  • FourThought Financial Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.04M in Q1 2023.
  • 99 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.