GWSG
FPF

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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return