LCWP
FPF

Legacy Capital Wealth Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-26,984
Closed -$411K – 328
2024
Q1 		$411K Buy
+26,984
New +$467K 0.29% 79

Other funds holding FPF

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Legacy Capital Wealth Partners's FPF Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2024, closing a stake of 26,984 shares — an estimated $411K sold.

Legacy Capital Wealth Partners first reported a position in FPF in Q1 2024 and held it in 1 quarter. The position peaked at $411K in Q1 2024. 110 funds tracked by Wall St. Rank hold FPF as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 26,984 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2024, an estimated $411K.
  • Legacy Capital Wealth Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $411K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.