Sunbelt Securities’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sunbelt Securities’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
2023 Q3	–	Sell	-500	Closed	-$7.75K	–	1787
2023 Q2	$7.75K	Hold	500	–	–	﹤0.01%	1237
2023 Q1	$7.7K	Buy	+500	New	+$8.76K	﹤0.01%	1202

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Sunbelt Securities's FPF Position: Q3 2023 in Review

Sunbelt Securities sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2023, closing a stake of 500 shares — an estimated $7.75K sold.

Sunbelt Securities first reported a position in FPF in Q1 2023 and held it in 2 quarters. The position peaked at $7.75K in Q2 2023. 107 funds tracked by Wall St. Rank hold FPF as of Q3 2023.

Sunbelt Securities reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
Sunbelt Securities sold 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2023, an estimated $7.75K.
Sunbelt Securities first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and held it in 2 quarters.
Sunbelt Securities's First Trust Intermediate Duration Preferred & Income Fund position peaked at $7.75K in Q2 2023.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.