IA
FPF

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

Insight 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
2021
Q1 		– Sell
-11,170
Closed -$269K – 338
2020
Q4 		$269K Buy
+11,170
New +$251K 0.1% 226

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insight Advisors's FPF Position: Q1 2021 in Review

Insight Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2021, closing a stake of 11,170 shares — an estimated $269K sold.

Insight Advisors first reported a position in FPF in Q4 2020 and held it in 1 quarter. The position peaked at $269K in Q4 2020. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2021.

  • Insight Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Insight Advisors sold 11,170 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2021, an estimated $269K.
  • Insight Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2020 and held it in 1 quarter.
  • Insight Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $269K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2021.

Based on Insight Advisors's 13F filing for Q1 2021, filed 17 May 2021.