Advisory Services Network’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Advisory Services Network’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
2026 Q2	–	Sell	-2,765	Closed	-$48.7K	–	3071
2026 Q1	$48.7K	Buy	+2,765	New	+$51.5K	﹤0.01%	2637
2025 Q4	–	Sell	-2,765	Closed	-$53K	–	2703
2025 Q3	$53K	Buy	+2,765	New	+$52.7K	﹤0.01%	2425
2024 Q1	–	Sell	-3,588	Closed	-$58.5K	–	2248
2023 Q4	$58.5K	Buy	+3,588	New	+$54.3K	﹤0.01%	1921
2023 Q2	–	Sell	-4,255	Closed	-$67.1K	–	2234
2023 Q1	$67.1K	Sell	4,255 -6,686	-61%	-$117K	﹤0.01%	1861
2022 Q4	$185K	Buy	+10,941	New	+$183K	0.01%	1308
2021 Q4	–	Sell	-8,238	Closed	-$206K	–	1431
2021 Q3	$206K	Sell	8,238 -400	-5%	-$10.2K	0.01%	1263
2021 Q2	$217K	Hold	8,638	–	–	0.01%	1224
2021 Q1	$207K	Buy	8,638 +2,000	+30%	+$46.9K	0.01%	1170
2020 Q4	$160K	Sell	6,638 -3,500	-35%	-$78.5K	0.01%	1136
2020 Q3	$218K	Sell	10,138 -700	-6%	-$15.2K	0.01%	946
2020 Q2	$231K	Hold	10,838	–	–	0.01%	886
2020 Q1	$193K	Sell	10,838 -6,075	-36%	-$135K	0.01%	832
2019 Q4	$399K	Buy	16,913 +13,987	+478%	+$333K	0.02%	685
2019 Q3	$67K	Hold	2,926	–	–	﹤0.01%	1238
2019 Q2	$67K	Buy	2,926 +1,838	+169%	+$40.9K	﹤0.01%	1236
2019 Q1	$24K	Buy	1,088 +50	+5%	+$1.06K	﹤0.01%	1535
2018 Q4	$21K	Buy	1,038 +204	+24%	+$4.09K	﹤0.01%	1471
2018 Q3	$18K	Buy	834 +184	+28%	+$4K	﹤0.01%	1598
2018 Q2	$14K	Hold	650	–	–	﹤0.01%	1674
2018 Q1	$15K	Buy	+650	New	+$15.2K	﹤0.01%	1735

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Advisory Services Network's FPF Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 2,765 shares — an estimated $48.7K sold.

Advisory Services Network first reported a position in FPF in Q1 2018 and held it in 20 quarters. The position peaked at $399K in Q4 2019. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Advisory Services Network reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,765 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $48.7K.
Advisory Services Network first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2018 and held it in 20 quarters.
Advisory Services Network's First Trust Intermediate Duration Preferred & Income Fund position peaked at $399K in Q4 2019.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.