NFH
FPF

NEXT Financial Holdings’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$116K Buy
+5,300
New +$112K 0.03% 496

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEXT Financial Holdings's FPF Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2019: 5,300 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #496 among its holdings.

87 funds tracked by Wall St. Rank hold FPF as of Q1 2019.

  • NEXT Financial Holdings held 5,300 shares of First Trust Intermediate Duration Preferred & Income Fund worth $116K as of Q1 2019.
  • First Trust Intermediate Duration Preferred & Income Fund was a new NEXT Financial Holdings position in Q1 2019.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #496 holding.
  • 87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.