PFA
FPF

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return