JPLA
FPF

Joseph P. Lucia & Associates’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-135
Closed -$3K – 221
2022
Q2 		$3K Hold
135
– – ﹤0.01% 373
2022
Q1 		$3K Buy
+135
New +$3K ﹤0.01% 386
2021
Q4 		– Sell
-135
Closed -$3K – 269
2021
Q3 		$3K Hold
135
– – ﹤0.01% 486
2021
Q2 		$3K Hold
135
– – ﹤0.01% 487
2021
Q1 		$3K Hold
135
– – ﹤0.01% 461
2020
Q4 		$3K Buy
+135
New +$3.03K ﹤0.01% 424
2020
Q3 		– Sell
-135
Closed -$3K – 211
2020
Q2 		$3K Hold
135
– – ﹤0.01% 410
2020
Q1 		$2K Hold
135
– – ﹤0.01% 393
2019
Q4 		$3K Hold
135
– – ﹤0.01% 393
2019
Q3 		$3K Hold
135
– – ﹤0.01% 393
2019
Q2 		$3K Sell
135
-2,839
-95% -$63.2K ﹤0.01% 392
2019
Q1 		$135 Buy
+2,974
New +$63.1K 0.01% 243

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return