Gradient Investments’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Gradient Investments’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	-890	Closed	-$15K	–	1551
2022 Q3	$15K	Buy	890 +600	+207%	+$11.3K	﹤0.01%	717
2022 Q2	$5K	Hold	290	–	–	﹤0.01%	890
2022 Q1	$6K	Sell	290 -238	-45%	-$5.3K	﹤0.01%	859
2021 Q4	$13K	Buy	528 +238	+82%	+$5.93K	﹤0.01%	741
2021 Q3	$7K	Hold	290	–	–	﹤0.01%	830
2021 Q2	$7K	Hold	290	–	–	﹤0.01%	819
2021 Q1	$7K	Sell	290 -1,702	-85%	-$39.9K	﹤0.01%	823
2020 Q4	$43K	Hold	1,992	–	–	﹤0.01%	428
2020 Q3	$43K	Hold	1,992	–	–	﹤0.01%	431
2020 Q2	$42K	Hold	1,992	–	–	﹤0.01%	408
2020 Q1	$36K	Hold	1,992	–	–	﹤0.01%	407
2019 Q4	$47K	Buy	1,992 +1,702	+587%	+$40.5K	﹤0.01%	409
2019 Q3	$7K	Hold	290	–	–	﹤0.01%	738
2019 Q2	$7K	Hold	290	–	–	﹤0.01%	721
2019 Q1	$6K	Hold	290	–	–	﹤0.01%	621
2018 Q4	$6K	Hold	290	–	–	﹤0.01%	673
2018 Q3	$6K	Hold	290	–	–	﹤0.01%	706
2018 Q2	$6K	Hold	290	–	–	﹤0.01%	687
2018 Q1	$7K	Hold	290	–	–	﹤0.01%	679
2017 Q4	$7K	Buy	+290	New	+$7.16K	﹤0.01%	641

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

Gradient Investments's FPF Position: Q4 2022 in Review

Gradient Investments sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2022, closing a stake of 890 shares — an estimated $15K sold.

Gradient Investments first reported a position in FPF in Q4 2017 and held it in 20 quarters. The position peaked at $47K in Q4 2019. 113 funds tracked by Wall St. Rank hold FPF as of Q4 2022.

Gradient Investments reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 890 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2022, an estimated $15K.
Gradient Investments first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 20 quarters.
Gradient Investments's First Trust Intermediate Duration Preferred & Income Fund position peaked at $47K in Q4 2019.
113 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.