Glassman Wealth Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Glassman Wealth Services’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	-1,842	Closed	-$44K	–	1474
2020 Q4	$44K	Buy	1,842 +914	+98%	+$20.5K	0.01%	357
2020 Q3	$20K	Buy	+928	New	+$20.2K	0.01%	444

Other funds holding FPF

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Glassman Wealth Services's FPF Position: Q1 2021 in Review

Glassman Wealth Services sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2021, closing a stake of 1,842 shares — an estimated $44K sold.

Glassman Wealth Services first reported a position in FPF in Q3 2020 and held it in 2 quarters. The position peaked at $44K in Q4 2020. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2021.

Glassman Wealth Services reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
Glassman Wealth Services sold 1,842 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2021, an estimated $44K.
Glassman Wealth Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2020 and held it in 2 quarters.
Glassman Wealth Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $44K in Q4 2020.
109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.