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Tower View Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Tower View Wealth 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
2021
Q4 		– Sell
-500
Closed -$13K – 205
2021
Q3 		$13K Buy
+500
New +$12.8K 0.01% 159

Other funds holding FPF

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tower View Wealth Management's FPF Position: Q4 2021 in Review

Tower View Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2021, closing a stake of 500 shares — an estimated $13K sold.

Tower View Wealth Management first reported a position in FPF in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 104 funds tracked by Wall St. Rank hold FPF as of Q4 2021.

  • Tower View Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2021, an estimated $13K.
  • Tower View Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $13K in Q3 2021.
  • 104 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.