Householder Group Estate & Retirement Specialist’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$29K	Sell	1,647 -647	-28%	-$12.2K	0.02%	251
2024 Q3	$44K	Sell	2,294 -91	-4%	-$1.69K	0.01%	502
2024 Q2	$43K	Buy	2,385 +2	+0.1%	+$35	0.01%	507
2024 Q1	$42.7K	Sell	2,383 -637	-21%	-$11K	0.01%	502
2023 Q4	$49K	Sell	3,020 -981	-25%	-$14.9K	0.02%	461
2023 Q3	$59.6K	Buy	+4,001	New	+$61.1K	0.02%	410
2023 Q1	$445K	Buy	+28,191	New	+$494K	0.17%	116
2022 Q4	–	Sell	-37,116	Closed	-$615K	–	581
2022 Q3	$615K	Sell	37,116 -3,678	-9%	-$69.6K	0.25%	89
2022 Q2	$762K	Buy	40,794 +8,326	+26%	+$163K	0.34%	66
2022 Q1	$714K	Buy	32,468 +7,690	+31%	+$171K	0.29%	92
2021 Q4	$608K	Buy	+24,778	New	+$617K	0.23%	111

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FPF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 28% in Q4 2024, selling an estimated $12.2K and leaving 1,647 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #251.

Householder Group Estate & Retirement Specialist first reported a position in FPF in Q4 2021 and has held it in 11 quarters since. The position peaked at $762K in Q2 2022. 119 funds tracked by Wall St. Rank hold FPF as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,647 shares of First Trust Intermediate Duration Preferred & Income Fund worth $29K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 647 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2024, an estimated $12.2K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #251 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Intermediate Duration Preferred & Income Fund position peaked at $762K in Q2 2022.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.