Petra Financial Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Petra Financial Advisors’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
2024 Q3	–	Sell	-98,407	Closed	-$1.81M	–	143
2024 Q2	$1.81M	Sell	98,407 -2,575	-3%	-$45.2K	1.3%	17
2024 Q1	$1.81M	Sell	100,982 -850	-0.8%	-$14.7K	1.33%	16
2023 Q4	$1.66M	Sell	101,832 -1,800	-2%	-$27.3K	1.39%	18
2023 Q3	$1.54M	Hold	103,632	–	–	1.29%	22
2023 Q2	$1.61M	Buy	103,632 +117	+0.1%	+$1.79K	1.43%	21
2023 Q1	$1.63M	Sell	103,515 -450	-0.4%	-$7.88K	1.62%	13
2022 Q4	$1.75M	Buy	+103,965	New	+$1.74M	1.93%	13

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Petra Financial Advisors's FPF Position: Q3 2024 in Review

Petra Financial Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2024, closing a stake of 98,407 shares — an estimated $1.81M sold.

Petra Financial Advisors first reported a position in FPF in Q4 2022 and held it in 7 quarters. The position peaked at $1.81M in Q1 2024. 110 funds tracked by Wall St. Rank hold FPF as of Q3 2024.

Petra Financial Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2024 after selling out during the quarter.
Petra Financial Advisors sold 98,407 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2024, an estimated $1.81M.
Petra Financial Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2022 and held it in 7 quarters.
Petra Financial Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.81M in Q1 2024.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2024.

Based on Petra Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.