Leelyn Smith’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-225	Closed	-$3.8K	–	221
2022 Q4	$3.8K	Buy	+225	New	+$3.77K	﹤0.01%	382

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

Leelyn Smith's FPF Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2023, closing a stake of 225 shares — an estimated $3.8K sold.

Leelyn Smith first reported a position in FPF in Q4 2022 and held it in 1 quarter. The position peaked at $3.8K in Q4 2022. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2023.

Leelyn Smith reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 225 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2023, an estimated $3.8K.
Leelyn Smith first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 1 quarter.
Leelyn Smith's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3.8K in Q4 2022.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.