Monetary Management Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Monetary Management Group’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
2022 Q1	–	Sell	-1,000	Closed	-$25K	–	351
2021 Q4	$25K	Hold	1,000	–	–	0.01%	310
2021 Q3	$25K	Hold	1,000	–	–	0.01%	296
2021 Q2	$25K	Hold	1,000	–	–	0.01%	282
2021 Q1	$24K	Hold	1,000	–	–	0.01%	275
2020 Q4	$24K	Hold	1,000	–	–	0.01%	263
2020 Q3	$21K	Buy	+1,000	New	+$21.7K	0.01%	253
2020 Q2	–	Sell	-1,000	Closed	-$18K	–	282
2020 Q1	$18K	Hold	1,000	–	–	0.01%	238
2019 Q4	$24K	Buy	+1,000	New	+$23.8K	0.01%	253

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Monetary Management Group's FPF Position: Q1 2022 in Review

Monetary Management Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2022, closing a stake of 1,000 shares — an estimated $25K sold.

Monetary Management Group first reported a position in FPF in Q4 2019 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 101 funds tracked by Wall St. Rank hold FPF as of Q1 2022.

Monetary Management Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
Monetary Management Group sold 1,000 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2022, an estimated $25K.
Monetary Management Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and held it in 8 quarters.
Monetary Management Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $25K in Q4 2021.
101 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2022.

Based on Monetary Management Group's 13F filing for Q1 2022, filed 12 May 2022.