Lindbrook Capital’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Lindbrook Capital’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	-500	Closed	-$9.77K	–	2825
2024 Q3	$9.77K	Hold	500	–	–	﹤0.01%	1690
2024 Q2	$9.19K	Hold	500	–	–	﹤0.01%	1672
2024 Q1	$8.96K	Hold	500	–	–	﹤0.01%	1631
2023 Q4	$8.15K	Hold	500	–	–	﹤0.01%	1651
2023 Q3	$7.45K	Hold	500	–	–	﹤0.01%	1562
2023 Q2	$7.75K	Hold	500	–	–	﹤0.01%	1611
2023 Q1	$7.89K	Hold	500	–	–	﹤0.01%	1606
2022 Q4	$8.44K	Buy	+500	New	+$8.37K	﹤0.01%	1519

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 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 $361M AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIL

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

Lindbrook Capital's FPF Position: Q4 2024 in Review

Lindbrook Capital sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2024, closing a stake of 500 shares — an estimated $9.77K sold.

Lindbrook Capital first reported a position in FPF in Q4 2022 and held it in 8 quarters. The position peaked at $9.77K in Q3 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q4 2024.

Lindbrook Capital reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2024, an estimated $9.77K.
Lindbrook Capital first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 8 quarters.
Lindbrook Capital's First Trust Intermediate Duration Preferred & Income Fund position peaked at $9.77K in Q3 2024.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.