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

TCWP’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 Q2	–	Sell	-835	Closed	-$18K	–	803
2022 Q1	$18K	Buy	+835	New	+$18.6K	﹤0.01%	724

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

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

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

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

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

TCWP's FPF Position: Q2 2022 in Review

TCWP sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2022, closing a stake of 835 shares — an estimated $18K sold.

TCWP first reported a position in FPF in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 100 funds tracked by Wall St. Rank hold FPF as of Q2 2022.

TCWP reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2022 after selling out during the quarter.
TCWP sold 835 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2022, an estimated $18K.
TCWP first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2022 and held it in 1 quarter.
TCWP's First Trust Intermediate Duration Preferred & Income Fund position peaked at $18K in Q1 2022.
100 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.