KWM
FPF

Kingsview Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Kingsview Wealth Management’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 		– Sell
-11,795
Closed -$230K – 1140
2024
Q3 		$230K Hold
11,795
– – ﹤0.01% 976
2024
Q2 		$217K Hold
11,795
– – 0.01% 961
2024
Q1 		$211K Hold
11,795
– – 0.01% 950
2023
Q4 		$192K Sell
11,795
-1,352
-10% -$20.5K 0.01% 907
2023
Q3 		$196K Buy
13,147
+28
+0.2% +$427 0.01% 891
2023
Q2 		$203K Buy
13,119
+9
+0.1% +$138 0.01% 856
2023
Q1 		$207K Hold
13,110
– – 0.01% 823
2022
Q4 		$221K Hold
13,110
– – 0.01% 760
2022
Q3 		$217K Hold
13,110
– – 0.01% 735
2022
Q2 		$245K Hold
13,110
– – 0.01% 710
2022
Q1 		$288K Sell
13,110
-2,105
-14% -$46.9K 0.01% 713
2021
Q4 		$373K Sell
15,215
-433
-3% -$10.8K 0.02% 655
2021
Q3 		$392K Hold
15,648
– – 0.02% 613
2021
Q2 		$392K Buy
15,648
+4,568
+41% +$113K 0.02% 626
2021
Q1 		$266K Buy
+11,080
New +$260K 0.02% 679

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return