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

Wela Strategies’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
2019 Q1	–	Sell	-42,240	Closed	-$836K	–	36
2018 Q4	$836K	Buy	42,240 +380	+0.9%	+$7.62K	0.63%	23
2018 Q3	$903K	Buy	41,860 +2,204	+6%	+$48K	0.64%	24
2018 Q2	$856K	Buy	39,656 +333	+0.8%	+$7.39K	0.64%	23
2018 Q1	$915K	Buy	+39,323	New	+$918K	0.73%	21

Other funds holding FPF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

PPA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Wela Strategies's FPF Position: Q1 2019 in Review

Wela Strategies sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2019, closing a stake of 42,240 shares — an estimated $836K sold.

Wela Strategies first reported a position in FPF in Q1 2018 and held it in 4 quarters. The position peaked at $915K in Q1 2018. 87 funds tracked by Wall St. Rank hold FPF as of Q1 2019.

Wela Strategies reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
Wela Strategies sold 42,240 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2019, an estimated $836K.
Wela Strategies first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2018 and held it in 4 quarters.
Wela Strategies's First Trust Intermediate Duration Preferred & Income Fund position peaked at $915K in Q1 2018.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2019.

Based on Wela Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.