Strategic Asset Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Strategic Asset 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
2022 Q3	$17K	Hold	1,000	–	–	0.03%	275
2022 Q2	$19K	Hold	1,000	–	–	0.03%	283
2022 Q1	$22K	Buy	+1,000	New	+$22.3K	0.03%	272

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Asset Management's FPF Position: Q3 2022 in Review

Strategic Asset Management held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2022 at 1,000 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #275.

Strategic Asset Management first reported a position in FPF in Q1 2022 and has held it in 3 quarters since. The position peaked at $22K in Q1 2022. 100 funds tracked by Wall St. Rank hold FPF as of Q3 2022.

Strategic Asset Management held 1,000 shares of First Trust Intermediate Duration Preferred & Income Fund worth $17K as of Q3 2022.
Strategic Asset Management left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q3 2022.
First Trust Intermediate Duration Preferred & Income Fund made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #275 holding.
Strategic Asset Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2022 and has held it in 3 quarters since.
Strategic Asset Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $22K in Q1 2022.
100 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.