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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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 $443M AUM 37.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Kingsview Wealth Management's FPF Position: Q4 2024 in Review

Kingsview Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2024, closing a stake of 11,795 shares — an estimated $230K sold.

Kingsview Wealth Management first reported a position in FPF in Q1 2021 and held it in 15 quarters. The position peaked at $392K in Q3 2021. 119 funds tracked by Wall St. Rank hold FPF as of Q4 2024.

Kingsview Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 11,795 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2024, an estimated $230K.
Kingsview Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2021 and held it in 15 quarters.
Kingsview Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $392K in Q3 2021.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.