SSC
FPF icon

Syverson Strege & Co’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Syverson Strege & Co’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
2021
Q1 		– Sell
-767
Closed -$18K – 268
2020
Q4 		$18K Buy
+767
New +$17.2K 0.02% 160

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Syverson Strege & Co's FPF Position: Q1 2021 in Review

Syverson Strege & Co sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2021, closing a stake of 767 shares — an estimated $18K sold.

Syverson Strege & Co first reported a position in FPF in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2021.

  • Syverson Strege & Co reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 767 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2021, an estimated $18K.
  • Syverson Strege & Co first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's First Trust Intermediate Duration Preferred & Income Fund position peaked at $18K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.