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

Laidlaw 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
2021 Q4	–	Sell	-9,427	Closed	-$236K	–	399
2021 Q3	$236K	Buy	9,427 +388	+4%	+$9.94K	0.06%	215
2021 Q2	$227K	Sell	9,039 -961	-10%	-$23.7K	0.06%	231
2021 Q1	$239K	Sell	10,000 -59	-0.6%	-$1.38K	0.08%	187
2020 Q4	$242K	Buy	10,059 +365	+4%	+$8.19K	0.05%	308
2020 Q3	$208K	Buy	9,694 +38	+0.4%	+$826	0.09%	189
2020 Q2	$206K	Buy	+9,656	New	+$194K	0.11%	167

Other funds holding FPF

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

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laidlaw Wealth Management's FPF Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2021, closing a stake of 9,427 shares — an estimated $236K sold.

Laidlaw Wealth Management first reported a position in FPF in Q2 2020 and held it in 6 quarters. The position peaked at $242K in Q4 2020. 104 funds tracked by Wall St. Rank hold FPF as of Q4 2021.

Laidlaw Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 9,427 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2021, an estimated $236K.
Laidlaw Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2020 and held it in 6 quarters.
Laidlaw Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $242K in Q4 2020.
104 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.