Wagner Wealth Management (South Carolina)’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$155K	Hold	7,180	–	–	0.1%	149
2018 Q2	$155K	Hold	7,180	–	–	0.11%	134
2018 Q1	$167K	Hold	7,180	–	–	0.13%	120
2017 Q4	$174K	Buy	+7,180	New	+$177K	0.13%	120

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FPF Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2018 at 7,180 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #149.

Wagner Wealth Management (South Carolina) first reported a position in FPF in Q4 2017 and has held it in 4 quarters since. The position peaked at $174K in Q4 2017. 91 funds tracked by Wall St. Rank hold FPF as of Q3 2018.

Wagner Wealth Management (South Carolina) held 7,180 shares of First Trust Intermediate Duration Preferred & Income Fund worth $155K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q3 2018.
First Trust Intermediate Duration Preferred & Income Fund made up 0.1% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #149 holding.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s First Trust Intermediate Duration Preferred & Income Fund position peaked at $174K in Q4 2017.
91 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.