KPWS
FPF

Kestra Private Wealth Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Kestra Private Wealth Services’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
-11,289
Closed -$168K – 1250
2023
Q3 		$168K Buy
11,289
+375
+3% +$5.72K 0.01% 1050
2023
Q2 		$169K Buy
10,914
+121
+1% +$1.85K 0.01% 980
2023
Q1 		$170K Buy
10,793
+108
+1% +$1.89K 0.01% 949
2022
Q4 		$180K Buy
10,685
+510
+5% +$8.54K 0.01% 815
2022
Q3 		$169K Buy
10,175
+101
+1% +$1.91K 0.01% 806
2022
Q2 		$188K Buy
10,074
+108
+1% +$2.11K 0.01% 812
2022
Q1 		$219K Buy
9,966
+92
+0.9% +$2.05K 0.01% 859
2021
Q4 		$242K Buy
9,874
+31
+0.3% +$772 0.01% 844
2021
Q3 		$246K Buy
9,843
+226
+2% +$5.79K 0.01% 781
2021
Q2 		$241K Buy
+9,617
New +$237K 0.01% 745

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 $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return