Mercer Global Advisors
FPF

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

Mercer Global 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
2023
Q2 		– Sell
-10,751
Closed -$170K – 1965
2023
Q1 		$170K Sell
10,751
-275
-2% -$4.82K ﹤0.01% 1760
2022
Q4 		$186K Sell
11,026
-5,332
-33% -$89.3K ﹤0.01% 1728
2022
Q3 		$271K Buy
16,358
+3,929
+32% +$74.3K ﹤0.01% 1476
2022
Q2 		$232K Sell
12,429
-190
-2% -$3.72K ﹤0.01% 1561
2022
Q1 		$277K Buy
12,619
+484
+4% +$10.8K ﹤0.01% 1547
2021
Q4 		$298K Sell
12,135
-191
-2% -$4.76K ﹤0.01% 1469
2021
Q3 		$308K Buy
+12,326
New +$316K ﹤0.01% 1416

Other funds holding FPF

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Invesco
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KIM
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return