Prelude Capital Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Prelude Capital Management’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
2020 Q1	–	Sell	-17,325	Closed	-$409K	–	1617
2019 Q4	$409K	Buy	+17,325	New	+$412K	0.02%	611

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Prelude Capital Management's FPF Position: Q1 2020 in Review

Prelude Capital Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2020, closing a stake of 17,325 shares — an estimated $409K sold.

Prelude Capital Management first reported a position in FPF in Q4 2019 and held it in 1 quarter. The position peaked at $409K in Q4 2019. 88 funds tracked by Wall St. Rank hold FPF as of Q1 2020.

Prelude Capital Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2020 after selling out during the quarter.
Prelude Capital Management sold 17,325 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2020, an estimated $409K.
Prelude Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and held it in 1 quarter.
Prelude Capital Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $409K in Q4 2019.
88 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.