LA
FPF

LVW Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

LVW Advisors’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
2018
Q2 		– Sell
-9,103
Closed -$212K – 146
2018
Q1 		$212K Sell
9,103
-693
-7% -$16.2K 0.07% 134
2017
Q4 		$239K Hold
9,796
– – 0.07% 130
2017
Q3 		$242K Hold
9,796
– – 0.1% 130
2017
Q2 		$243K Buy
9,796
+699
+8% +$16.8K 0.09% 113
2017
Q1 		$211K Hold
9,097
– – 0.08% 119
2016
Q4 		$206K Hold
9,097
– – 0.07% 139
2016
Q3 		$212K Buy
+9,097
New +$213K 0.07% 132

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return