Money Concepts Capital’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-17,507	Closed	-$295K	–	1371
2022 Q4	$295K	Buy	+17,507	New	+$293K	0.01%	564
2022 Q2	–	Sell	-9,790	Closed	-$215K	–	1864
2022 Q1	$215K	Buy	+9,790	New	+$218K	0.01%	707

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PCM

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

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

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

Money Concepts Capital's FPF Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2023, closing a stake of 17,507 shares — an estimated $295K sold.

Money Concepts Capital first reported a position in FPF in Q1 2022 and held it in 2 quarters. The position peaked at $295K in Q4 2022. 110 funds tracked by Wall St. Rank hold FPF as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 17,507 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2023, an estimated $295K.
Money Concepts Capital first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's First Trust Intermediate Duration Preferred & Income Fund position peaked at $295K in Q4 2022.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.