Parkside Financial Bank & Trust’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Parkside Financial Bank & Trust’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 Q4	–	Sell	-922	Closed	-$23K	–	1831
2021 Q3	$23K	Hold	922	–	–	0.01%	746
2021 Q2	$23K	Buy	+922	New	+$22.8K	0.01%	734

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

Parkside Financial Bank & Trust's FPF Position: Q4 2021 in Review

Parkside Financial Bank & Trust sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2021, closing a stake of 922 shares — an estimated $23K sold.

Parkside Financial Bank & Trust first reported a position in FPF in Q2 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2021. 104 funds tracked by Wall St. Rank hold FPF as of Q4 2021.

Parkside Financial Bank & Trust reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
Parkside Financial Bank & Trust sold 922 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2021, an estimated $23K.
Parkside Financial Bank & Trust first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2021 and held it in 2 quarters.
Parkside Financial Bank & Trust's First Trust Intermediate Duration Preferred & Income Fund position peaked at $23K in Q3 2021.
104 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.