Phoenix Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-409	Closed	-$10K	–	206
2021 Q3	$10K	Hold	409	–	–	0.01%	307
2021 Q2	$10K	Hold	409	–	–	0.01%	298
2021 Q1	$10K	Hold	409	–	–	0.01%	296
2020 Q4	$10K	Buy	+409	New	+$9.17K	0.01%	294

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

Phoenix Wealth Advisors's FPF Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2021, closing a stake of 409 shares — an estimated $10K sold.

Phoenix Wealth Advisors first reported a position in FPF in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 104 funds tracked by Wall St. Rank hold FPF as of Q4 2021.

Phoenix Wealth Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 409 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2021, an estimated $10K.
Phoenix Wealth Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $10K in Q3 2021.
104 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.