Allied Private Wealth’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Allied Private Wealth’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	$59.8K	Buy	+3,327	New	+$60.3K	0.04%	223

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

Allied Private Wealth's FPF Position: Q2 2026 in Review

Allied Private Wealth opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026: 3,327 shares worth $59.8K. The stake represents 0.04% of the portfolio and ranks #223 among its holdings.

118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Allied Private Wealth held 3,327 shares of First Trust Intermediate Duration Preferred & Income Fund worth $59.8K as of Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund was a new Allied Private Wealth position in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up 0.04% of Allied Private Wealth's portfolio in Q2 2026, its #223 holding.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.