Global Wealth Management Investment Advisory’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Global Wealth Management Investment Advisory’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
2019 Q2	–	Sell	-1,240	Closed	-$27K	–	726
2019 Q1	$27K	Buy	+1,240	New	+$26.3K	0.01%	275

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Global Wealth Management Investment Advisory's FPF Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2019, closing a stake of 1,240 shares — an estimated $27K sold.

Global Wealth Management Investment Advisory first reported a position in FPF in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 88 funds tracked by Wall St. Rank hold FPF as of Q2 2019.

Global Wealth Management Investment Advisory reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,240 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2019, an estimated $27K.
Global Wealth Management Investment Advisory first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2019 and held it in 1 quarter.
Global Wealth Management Investment Advisory's First Trust Intermediate Duration Preferred & Income Fund position peaked at $27K in Q1 2019.
88 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.