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

HB Wealth Management’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
Q2 		– Sell
-9,460
Closed -$208K – 594
2022
Q1 		$208K Buy
+9,460
New +$211K ﹤0.01% 556

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HB Wealth Management's FPF Position: Q2 2022 in Review

HB Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2022, closing a stake of 9,460 shares — an estimated $208K sold.

HB Wealth Management first reported a position in FPF in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 100 funds tracked by Wall St. Rank hold FPF as of Q2 2022.

  • HB Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 9,460 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2022, an estimated $208K.
  • HB Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2022 and held it in 1 quarter.
  • HB Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $208K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.