Allworth Financial’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Allworth Financial’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	$46.5K	Hold	2,560	–	–	﹤0.01%	2556
2026 Q1	$45.1K	Hold	2,560	–	–	﹤0.01%	2404
2025 Q4	$47.7K	Hold	2,560	–	–	﹤0.01%	2232
2025 Q3	$49K	Hold	2,560	–	–	﹤0.01%	2116
2025 Q2	$48.2K	Buy	+2,560	New	+$45.7K	﹤0.01%	1967
2023 Q3	–	Sell	-500	Closed	-$7.75K	–	3477
2023 Q2	$7.75K	Buy	+500	New	+$7.66K	﹤0.01%	1939

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

Allworth Financial's FPF Position: Q2 2026 in Review

Allworth Financial held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 2,560 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Allworth Financial first reported a position in FPF in Q2 2023 and has held it in 6 quarters since. The position peaked at $49K in Q3 2025. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Allworth Financial held 2,560 shares of First Trust Intermediate Duration Preferred & Income Fund worth $46.5K as of Q2 2026.
Allworth Financial left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2556 holding.
Allworth Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2023 and has held it in 6 quarters since.
Allworth Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $49K in Q3 2025.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.