Newbridge Financial Services Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Newbridge Financial Services 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
2021 Q3	–	Sell	-1,478	Closed	-$37K	–	1464
2021 Q2	$37K	Hold	1,478	–	–	0.02%	535
2021 Q1	$35K	Hold	1,478	–	–	0.03%	493
2020 Q4	$36K	Hold	1,478	–	–	0.03%	406
2020 Q3	$32K	Buy	+1,478	New	+$32.1K	0.03%	389

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

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

Newbridge Financial Services Group's FPF Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2021, closing a stake of 1,478 shares — an estimated $37K sold.

Newbridge Financial Services Group first reported a position in FPF in Q3 2020 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 110 funds tracked by Wall St. Rank hold FPF as of Q3 2021.

Newbridge Financial Services Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 1,478 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2021, an estimated $37K.
Newbridge Financial Services Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $37K in Q2 2021.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.