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Wetzel Investment Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-2,570
Closed -$46.1K – 399
2024
Q2 		$46.1K Buy
+2,570
New +$45.1K 0.03% 249

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Wetzel Investment Advisors's FPF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2024, closing a stake of 2,570 shares — an estimated $46.1K sold.

Wetzel Investment Advisors first reported a position in FPF in Q2 2024 and held it in 1 quarter. The position peaked at $46.1K in Q2 2024. 110 funds tracked by Wall St. Rank hold FPF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,570 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2024, an estimated $46.1K.
  • Wetzel Investment Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $46.1K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.