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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-9,702
Closed -$214K – 811
2022
Q1
$214K Buy
+9,702
New +$216K 0.01% 772
2021
Q2
$243K Buy
+9,701
New +$239K 0.03% 550
2019
Q4
– Sell
-10,560
Closed -$250K – 408
2019
Q3
$250K Buy
+10,560
New +$245K 0.05% 328

Other funds holding FPF

Western Wealth Management's FPF Position: Q2 2022 in Review

Western Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2022, closing a stake of 9,702 shares — an estimated $214K sold.

Western Wealth Management first reported a position in FPF in Q3 2019 and held it in 3 quarters. The position peaked at $250K in Q3 2019. 100 funds tracked by Wall St. Rank hold FPF as of Q2 2022.

  • Western Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2022 after selling out during the quarter.
  • Western Wealth Management sold 9,702 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2022, an estimated $214K.
  • Western Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2019 and held it in 3 quarters.
  • Western Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $250K in Q3 2019.
  • 100 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.