GPS Wealth Strategies Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

GPS Wealth Strategies Group’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
2022 Q4	–	Sell	-417	Closed	-$7K	–	478
2022 Q3	$7K	Buy	417 +8	+2%	+$151	﹤0.01%	830
2022 Q2	$8K	Buy	409 +8	+2%	+$157	﹤0.01%	802
2022 Q1	$9K	Buy	401 +7	+2%	+$156	﹤0.01%	743
2021 Q4	$10K	Buy	394 +6	+2%	+$149	﹤0.01%	731
2021 Q3	$10K	Buy	388 +6	+2%	+$154	﹤0.01%	709
2021 Q2	$10K	Buy	382 +6	+2%	+$148	﹤0.01%	728
2021 Q1	$9K	Buy	+376	New	+$8.82K	﹤0.01%	684

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

GPS Wealth Strategies Group's FPF Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2022, closing a stake of 417 shares — an estimated $7K sold.

GPS Wealth Strategies Group first reported a position in FPF in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 113 funds tracked by Wall St. Rank hold FPF as of Q4 2022.

GPS Wealth Strategies Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2022 after selling out during the quarter.
GPS Wealth Strategies Group sold 417 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2022, an estimated $7K.
GPS Wealth Strategies Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $10K in Q4 2021.
113 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.