Walled Lake Planning & Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Walled Lake Planning & 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 Q1	–	Sell	-86	Closed	-$2K	–	333
2020 Q4	$2K	Sell	86 -83	-49%	-$1.86K	﹤0.01%	281
2020 Q3	$4K	Buy	169 +3	+2%	+$65	﹤0.01%	264
2020 Q2	$4K	Buy	166 +3	+2%	+$60	﹤0.01%	254
2020 Q1	$3K	Buy	+163	New	+$3.63K	﹤0.01%	256

Other funds holding FPF

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Walled Lake Planning & Wealth Management's FPF Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2021, closing a stake of 86 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in FPF in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2020. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 86 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2021, an estimated $2K.
Walled Lake Planning & Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4K in Q3 2020.
109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.