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

OTA Financial 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	-16,697	Closed	-$409K	–	105
2021 Q4	$409K	Buy	+16,697	New	+$416K	0.28%	46
2018 Q2	–	Sell	-38,579	Closed	-$897K	–	74
2018 Q1	$897K	Buy	+38,579	New	+$900K	0.3%	26

Other funds holding FPF

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

OTA Financial Group's FPF Position: Q1 2022 in Review

OTA Financial Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2022, closing a stake of 16,697 shares — an estimated $409K sold.

OTA Financial Group first reported a position in FPF in Q1 2018 and held it in 2 quarters. The position peaked at $897K in Q1 2018. 101 funds tracked by Wall St. Rank hold FPF as of Q1 2022.

OTA Financial Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
OTA Financial Group sold 16,697 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2022, an estimated $409K.
OTA Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2018 and held it in 2 quarters.
OTA Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $897K in Q1 2018.
101 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2022.

Based on OTA Financial Group's 13F filing for Q1 2022, filed 19 Apr 2022.