Wealthcare Advisory Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-675	Closed	-$16K	–	1006
2021 Q1	$16K	Buy	+675	New	+$15.8K	﹤0.01%	1287
2020 Q2	–	Sell	-3,255	Closed	-$58K	–	696
2020 Q1	$58K	Buy	+3,255	New	+$72.5K	0.01%	481

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

Cohen & Steers New York $63.2B AUM 17.15% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners's FPF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2021, closing a stake of 675 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in FPF in Q1 2020 and held it in 2 quarters. The position peaked at $58K in Q1 2020. 110 funds tracked by Wall St. Rank hold FPF as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 675 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $58K in Q1 2020.
110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.