HighTower Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

HighTower Advisors’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
2023 Q4	–	Sell	-63,586	Closed	-$948K	–	3705
2023 Q3	$948K	Buy	+63,586	New	+$971K	﹤0.01%	1799
2023 Q2	–	Sell	-80,969	Closed	-$1.28M	–	3526
2023 Q1	$1.28M	Buy	+80,969	New	+$1.42M	﹤0.01%	1537
2022 Q4	–	Sell	-10,454	Closed	-$173K	–	3405
2022 Q3	$173K	Sell	10,454 -113	-1%	-$2.14K	﹤0.01%	2642
2022 Q2	$197K	Buy	10,567 +1,514	+17%	+$29.6K	﹤0.01%	2643
2022 Q1	$200K	Buy	+9,053	New	+$202K	﹤0.01%	2841
2015 Q1	–	Sell	-9,300	Closed	-$211K	–	1644
2014 Q4	$211K	Hold	9,300	–	–	﹤0.01%	1372
2014 Q3	$202K	Hold	9,300	–	–	﹤0.01%	1354
2014 Q2	$213K	Hold	9,300	–	–	﹤0.01%	1377
2014 Q1	$206K	Buy	+9,300	New	+$201K	﹤0.01%	1306

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

PCM

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

HighTower Advisors's FPF Position: Q4 2023 in Review

HighTower Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2023, closing a stake of 63,586 shares — an estimated $948K sold.

HighTower Advisors first reported a position in FPF in Q1 2014 and held it in 9 quarters. The position peaked at $1.28M in Q1 2023. 118 funds tracked by Wall St. Rank hold FPF as of Q4 2023.

HighTower Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 63,586 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2023, an estimated $948K.
HighTower Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2014 and held it in 9 quarters.
HighTower Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.28M in Q1 2023.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.