RIA
FPF

Realta Investment Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-875
Closed -$21K – 1614
2019
Q3 		$21K Buy
+875
New +$20.3K 0.01% 902

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Realta Investment Advisors's FPF Position: Q4 2019 in Review

Realta Investment Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2019, closing a stake of 875 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in FPF in Q3 2019 and held it in 1 quarter. The position peaked at $21K in Q3 2019. 87 funds tracked by Wall St. Rank hold FPF as of Q4 2019.

  • Realta Investment Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 875 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2019, an estimated $21K.
  • Realta Investment Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2019 and held it in 1 quarter.
  • Realta Investment Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $21K in Q3 2019.
  • 87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.