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 New York $1.89T AUM 35.08% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

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

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

LVW Advisors's FPF Position: Q2 2018 in Review

LVW Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2018, closing a stake of 9,103 shares — an estimated $212K sold.

LVW Advisors first reported a position in FPF in Q3 2016 and held it in 7 quarters. The position peaked at $243K in Q2 2017. 87 funds tracked by Wall St. Rank hold FPF as of Q2 2018.

LVW Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2018 after selling out during the quarter.
LVW Advisors sold 9,103 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2018, an estimated $212K.
LVW Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2016 and held it in 7 quarters.
LVW Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $243K in Q2 2017.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2018.

Based on LVW Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.