SB
FPF

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

Strategic Blueprint’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
-2,450
Closed -$58K – 208
2019
Q3 		$58K Buy
+2,450
New +$56.9K 0.04% 141

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Strategic Blueprint's FPF Position: Q4 2019 in Review

Strategic Blueprint sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2019, closing a stake of 2,450 shares — an estimated $58K sold.

Strategic Blueprint first reported a position in FPF in Q3 2019 and held it in 1 quarter. The position peaked at $58K in Q3 2019. 87 funds tracked by Wall St. Rank hold FPF as of Q4 2019.

  • Strategic Blueprint reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2019 after selling out during the quarter.
  • Strategic Blueprint sold 2,450 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2019, an estimated $58K.
  • Strategic Blueprint first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2019 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Intermediate Duration Preferred & Income Fund position peaked at $58K in Q3 2019.
  • 87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.