AmeriFlex Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

AmeriFlex Group’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	$43.6K	Sell	2,400 -200	-8%	-$3.63K	0.02%	530
2026 Q1	$45.8K	Hold	2,600	–	–	0.02%	439
2025 Q4	$48.5K	Sell	2,600 -2,600	-50%	-$48.6K	0.03%	429
2025 Q3	$99.6K	Buy	+5,200	New	+$99.1K	0.04%	329
2025 Q2	–	Sell	-7,050	Closed	-$130K	–	1132
2025 Q1	$130K	Sell	7,050 -1,300	-16%	-$24.1K	0.05%	298
2024 Q4	$157K	Buy	+8,350	New	+$157K	0.07%	231

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

AmeriFlex Group's FPF Position: Q2 2026 in Review

AmeriFlex Group reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 7.7% in Q2 2026, selling an estimated $3.63K and leaving 2,400 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #530.

AmeriFlex Group first reported a position in FPF in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q4 2024. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

AmeriFlex Group held 2,400 shares of First Trust Intermediate Duration Preferred & Income Fund worth $43.6K as of Q2 2026.
AmeriFlex Group sold 200 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $3.63K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #530 holding.
AmeriFlex Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $157K in Q4 2024.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.