Sigma Planning Corp’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sigma Planning Corp’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
2022 Q2	–	Sell	-10,036	Closed	-$221K	–	1346
2022 Q1	$221K	Buy	10,036 +1,055	+12%	+$23.5K	0.01%	1198
2021 Q4	$220K	Sell	8,981 -51	-0.6%	-$1.27K	0.01%	1238
2021 Q3	$226K	Buy	9,032 +450	+5%	+$11.5K	0.01%	1203
2021 Q2	$216K	Buy	+8,582	New	+$212K	0.01%	1254
2020 Q4	–	Sell	-9,972	Closed	-$214K	–	1221
2020 Q3	$214K	Buy	9,972 +41	+0.4%	+$891	0.01%	932
2020 Q2	$212K	Sell	9,931 -565	-5%	-$11.4K	0.01%	918
2020 Q1	$187K	Buy	10,496 +539	+5%	+$12K	0.01%	798
2019 Q4	$235K	Buy	9,957 +36	+0.4%	+$856	0.01%	903
2019 Q3	$235K	Buy	9,921 +38	+0.4%	+$882	0.01%	865
2019 Q2	$225K	Sell	9,883 -375	-4%	-$8.35K	0.01%	860
2019 Q1	$224K	Sell	10,258 -459	-4%	-$9.73K	0.01%	802
2018 Q4	$212K	Sell	10,717 -159	-1%	-$3.19K	0.02%	740
2018 Q3	$235K	Sell	10,876 -1,052	-9%	-$22.9K	0.01%	816
2018 Q2	$258K	Sell	11,928 -256	-2%	-$5.68K	0.02%	714
2018 Q1	$283K	Buy	12,184 +486	+4%	+$11.3K	0.02%	631
2017 Q4	$285K	Buy	11,698 +1,092	+10%	+$27K	0.02%	628
2017 Q3	$262K	Sell	10,606 -253	-2%	-$6.21K	0.02%	654
2017 Q2	$269K	Buy	10,859 +446	+4%	+$10.7K	0.03%	602
2017 Q1	$242K	Buy	+10,413	New	+$241K	0.02%	633

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Sigma Planning Corp's FPF Position: Q2 2022 in Review

Sigma Planning Corp sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2022, closing a stake of 10,036 shares — an estimated $221K sold.

Sigma Planning Corp first reported a position in FPF in Q1 2017 and held it in 19 quarters. The position peaked at $285K in Q4 2017. 100 funds tracked by Wall St. Rank hold FPF as of Q2 2022.

Sigma Planning Corp reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 10,036 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2022, an estimated $221K.
Sigma Planning Corp first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2017 and held it in 19 quarters.
Sigma Planning Corp's First Trust Intermediate Duration Preferred & Income Fund position peaked at $285K in Q4 2017.
100 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.