Geneos Wealth Management Inc. First Trust Intermediate Duration Preferred & Income Fund Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in First Trust Intermediate Duration Preferred & Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,794 shares of FPF stock, worth $71,554. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,794
Previous 6,928
45.24%
Holding current value
$71,554
Previous $130,000
44.62%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding FPF
# of Institutions
136Shares Held
19.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.67MShares$164 Million0.01% of portfolio
-
Gridiron Partners, LLC Wexford, PA2.53MShares$47.7 Million0.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$19.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC834KShares$15.7 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6746KShares$14.1 Million0.0% of portfolio
About First Trust Intermediate Duration Preferred & Income Fund
- Ticker FPF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- First Trust Intermediate Duration Preferred & Income Fund is a closed end fixed income mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Stonebridge Advisors, LLC. It invests in fixed income markets. The fund will also invest in below investment-grade securities like junk or high-yield securities. First ...