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 1,630 shares of FPF stock, worth $29,437. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,630
Previous 1,150 41.74%
Holding current value
$29,437
Previous $21,000 47.62%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$17.34 - $19.53 $8,323 - $9,374
480 Added 41.74%
1,630 $31,000
Q1 2024

May 03, 2024

BUY
$16.41 - $18.01 $18,871 - $20,711
1,150 New
1,150 $20,000
Q3 2022

Nov 14, 2022

SELL
$16.58 - $20.56 $85,934 - $106,562
-5,183 Reduced 87.76%
723 $11,000
Q4 2021

Feb 09, 2022

BUY
$24.18 - $25.48 $93,842 - $98,887
3,881 Added 191.65%
5,906 $144,000
Q2 2021

Jul 08, 2021

SELL
$23.9 - $25.29 $81,260 - $85,986
-3,400 Reduced 62.67%
2,025 $50,000
Q4 2020

May 19, 2021

BUY
$21.36 - $24.05 $72,624 - $81,770
3,400 Added 167.9%
5,425 $48,000
Q2 2020

Sep 07, 2021

SELL
$15.89 - $21.83 $63 - $87
-4 Reduced 0.2%
2,025 $41,000
Q3 2018

Sep 07, 2021

BUY
$21.37 - $22.3 $21,049 - $21,965
985 Added 94.35%
2,029 $43,000
Q2 2017

Sep 07, 2021

BUY
N/A
1,044
1,044 $25,000

Others Institutions Holding FPF

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 ...
More about FPF
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