Sound Income Strategies’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-500	Closed	-$10K	–	707
2018 Q4	$10K	Hold	500	–	–	0.01%	323
2018 Q3	$11K	Hold	500	–	–	0.01%	334
2018 Q2	$11K	Hold	500	–	–	0.01%	292
2018 Q1	$12K	Hold	500	–	–	0.01%	263
2017 Q4	$12K	Buy	+500	New	+$12.3K	0.01%	191

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

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

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

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

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

Sound Income Strategies's FPF Position: Q1 2019 in Review

Sound Income Strategies sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2019, closing a stake of 500 shares — an estimated $10K sold.

Sound Income Strategies first reported a position in FPF in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2018. 87 funds tracked by Wall St. Rank hold FPF as of Q1 2019.

Sound Income Strategies reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
Sound Income Strategies sold 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2019, an estimated $10K.
Sound Income Strategies first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and held it in 5 quarters.
Sound Income Strategies's First Trust Intermediate Duration Preferred & Income Fund position peaked at $12K in Q1 2018.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2019.

Based on Sound Income Strategies's 13F filing for Q1 2019, filed 4 Apr 2019.