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

Mariner’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 Q1	–	Sell	-12,761	Closed	-$208K	–	3168
2023 Q4	$208K	Sell	12,761 -91	-0.7%	-$1.38K	﹤0.01%	2661
2023 Q3	$191K	Sell	12,852 -3,502	-21%	-$53.5K	﹤0.01%	2526
2023 Q2	$254K	Sell	16,354 -686	-4%	-$10.5K	﹤0.01%	2255
2023 Q1	$269K	Sell	17,040 -3,628	-18%	-$63.5K	﹤0.01%	2155
2022 Q4	$349K	Sell	20,668 -87	-0.4%	-$1.46K	﹤0.01%	1904
2022 Q3	$344K	Buy	+20,755	New	+$393K	﹤0.01%	1682

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

KIM

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Mariner's FPF Position: Q1 2024 in Review

Mariner sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2024, closing a stake of 12,761 shares — an estimated $208K sold.

Mariner first reported a position in FPF in Q3 2022 and held it in 6 quarters. The position peaked at $349K in Q4 2022. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2024.

Mariner reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2024 after selling out during the quarter.
Mariner sold 12,761 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2024, an estimated $208K.
Mariner first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2022 and held it in 6 quarters.
Mariner's First Trust Intermediate Duration Preferred & Income Fund position peaked at $349K in Q4 2022.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2024.

Based on Mariner's 13F filing for Q1 2024, filed 15 May 2024.