Soa Wealth Advisors, Llc. First Trust Intermediate Duration Preferred & Income Fund Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in First Trust Intermediate Duration Preferred & Income Fund stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 645 shares of FPF stock, worth $12,564. This represents 0.0% of its overall portfolio holdings.
Number of Shares
645
Previous 630
2.38%
Holding current value
$12,564
Previous $11,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding FPF
# of Institutions
113Shares Held
16.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.22MShares$141 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA893KShares$17.4 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA790KShares$15.4 Million0.18% of portfolio
-
Invesco Ltd. Atlanta, GA731KShares$14.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6678KShares$13.2 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 ...