Manchester Financial’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-300	Closed	-$7K	–	275
2021 Q1	$7K	Buy	300 +200	+200%	+$4.69K	﹤0.01%	482
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	533
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	483
2020 Q2	$2K	Buy	100 +50	+100%	+$1.01K	﹤0.01%	453
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	461
2019 Q4	$1K	Buy	+50	New	+$1.19K	﹤0.01%	519
2019 Q3	–	Sell	-50	Closed	-$1K	–	186
2019 Q2	$1K	Buy	+50	New	+$1.11K	﹤0.01%	464

Other funds holding FPF

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Manchester Financial's FPF Position: Q2 2021 in Review

Manchester Financial sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2021, closing a stake of 300 shares — an estimated $7K sold.

Manchester Financial first reported a position in FPF in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 110 funds tracked by Wall St. Rank hold FPF as of Q2 2021.

Manchester Financial reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 300 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2021, an estimated $7K.
Manchester Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2019 and held it in 7 quarters.
Manchester Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $7K in Q1 2021.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.