Pekin Hardy Strauss’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Pekin Hardy Strauss’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
2023 Q3	–	Sell	-23,700	Closed	-$368K	–	320
2023 Q2	$368K	Sell	23,700 -305	-1%	-$4.67K	0.04%	217
2023 Q1	$379K	Hold	24,005	–	–	0.05%	215
2022 Q4	$405K	Buy	+24,005	New	+$402K	0.06%	213

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

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

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

Pekin Hardy Strauss's FPF Position: Q3 2023 in Review

Pekin Hardy Strauss sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2023, closing a stake of 23,700 shares — an estimated $368K sold.

Pekin Hardy Strauss first reported a position in FPF in Q4 2022 and held it in 3 quarters. The position peaked at $405K in Q4 2022. 107 funds tracked by Wall St. Rank hold FPF as of Q3 2023.

Pekin Hardy Strauss reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 23,700 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2023, an estimated $368K.
Pekin Hardy Strauss first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 3 quarters.
Pekin Hardy Strauss's First Trust Intermediate Duration Preferred & Income Fund position peaked at $405K in Q4 2022.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2023.

Based on Pekin Hardy Strauss's 13F filing for Q3 2023, filed 8 Nov 2023.