Marathon Trading Investment Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Marathon Trading Investment Management’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	-29,250	Closed	-$524K	–	329
2024 Q1	$524K	Sell	29,250 -750	-3%	-$13K	0.04%	154
2023 Q4	$489K	Buy	+30,000	New	+$454K	0.02%	214

Other funds holding FPF

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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 $443M AUM 37.39% 1-Year Est. Return

Marathon Trading Investment Management's FPF Position: Q2 2024 in Review

Marathon Trading Investment Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2024, closing a stake of 29,250 shares — an estimated $524K sold.

Marathon Trading Investment Management first reported a position in FPF in Q4 2023 and held it in 2 quarters. The position peaked at $524K in Q1 2024. 110 funds tracked by Wall St. Rank hold FPF as of Q2 2024.

Marathon Trading Investment Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2024 after selling out during the quarter.
Marathon Trading Investment Management sold 29,250 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2024, an estimated $524K.
Marathon Trading Investment Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and held it in 2 quarters.
Marathon Trading Investment Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $524K in Q1 2024.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2024.

Based on Marathon Trading Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.