National Planning Corporation’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-27,201	Closed	-$672K	–	231
2017 Q3	$672K	Sell	27,201 -2,195	-7%	-$53.9K	0.06%	301
2017 Q2	$725K	Buy	29,396 +1,818	+7%	+$43.7K	0.06%	310
2017 Q1	$641K	Buy	27,578 +15	+0.1%	+$348	0.05%	324
2016 Q4	$638K	Buy	27,563 +15	+0.1%	+$332	0.05%	316
2016 Q3	$608K	Buy	27,548 +755	+3%	+$17.7K	0.05%	324
2016 Q2	$632K	Sell	26,793 -847	-3%	-$19.4K	0.05%	328
2016 Q1	$630K	Hold	27,640	–	–	0.05%	312
2015 Q4	$594K	Sell	27,640 -650	-2%	-$14K	0.05%	355
2015 Q3	$621K	Sell	28,290 -1,055	-4%	-$22.8K	0.06%	299
2015 Q2	$630K	Buy	29,345 +4,152	+16%	+$92.9K	0.06%	297
2015 Q1	$573K	Buy	25,193 +24,496	+3,514%	+$548K	0.05%	315
2014 Q4	$15.5K	Buy	+697	New	+$15.3K	﹤0.01%	1846

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Planning Corporation's FPF Position: Q4 2017 in Review

National Planning Corporation sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2017, closing a stake of 27,201 shares — an estimated $672K sold.

National Planning Corporation first reported a position in FPF in Q4 2014 and held it in 12 quarters. The position peaked at $725K in Q2 2017. 86 funds tracked by Wall St. Rank hold FPF as of Q4 2017.

National Planning Corporation reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 27,201 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2017, an estimated $672K.
National Planning Corporation first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2014 and held it in 12 quarters.
National Planning Corporation's First Trust Intermediate Duration Preferred & Income Fund position peaked at $725K in Q2 2017.
86 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.