Anchor Investment Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Anchor Investment Management’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 Q1	$24.2K	Hold	1,375	–	–	﹤0.01%	711
2025 Q4	$25.6K	Hold	1,375	–	–	﹤0.01%	697
2025 Q3	$26.3K	Hold	1,375	–	–	﹤0.01%	694
2025 Q2	$25.9K	Hold	1,375	–	–	﹤0.01%	684
2025 Q1	$25.3K	Hold	1,375	–	–	﹤0.01%	672
2024 Q4	$24.8K	Hold	1,375	–	–	﹤0.01%	679
2024 Q3	$26.9K	Hold	1,375	–	–	﹤0.01%	656
2024 Q2	$25.3K	Hold	1,375	–	–	﹤0.01%	614
2024 Q1	$24.6K	Hold	1,375	–	–	﹤0.01%	643
2023 Q4	$22.4K	Hold	1,375	–	–	﹤0.01%	640
2023 Q3	$20.5K	Hold	1,375	–	–	﹤0.01%	651
2023 Q2	$21.3K	Hold	1,375	–	–	﹤0.01%	631
2023 Q1	$21.7K	Hold	1,375	–	–	﹤0.01%	655
2022 Q4	$23.2K	Hold	1,375	–	–	﹤0.01%	621
2022 Q3	$22.8K	Hold	1,375	–	–	﹤0.01%	611
2022 Q2	$25.7K	Hold	1,375	–	–	﹤0.01%	615
2022 Q1	$30.2K	Buy	1,375 +1,000	+267%	+$22.3K	﹤0.01%	608
2021 Q4	$9.2K	Hold	375	–	–	﹤0.01%	800
2021 Q3	$9.38K	Hold	375	–	–	﹤0.01%	729
2021 Q2	$9.42K	Hold	375	–	–	﹤0.01%	734
2021 Q1	$8.98K	Hold	375	–	–	﹤0.01%	721
2020 Q4	$9.02K	Hold	375	–	–	﹤0.01%	685
2020 Q3	$8.06K	Hold	375	–	–	﹤0.01%	682
2020 Q2	$7.99K	Hold	375	–	–	﹤0.01%	656
2020 Q1	$6.69K	Hold	375	–	–	﹤0.01%	667
2019 Q4	$8.85K	Hold	375	–	–	﹤0.01%	662
2019 Q3	$8.87K	Hold	375	–	–	﹤0.01%	652
2019 Q2	$8.53K	Hold	375	–	–	﹤0.01%	646
2019 Q1	$8.18K	Hold	375	–	–	﹤0.01%	644
2018 Q4	$7.42K	Hold	375	–	–	﹤0.01%	658
2018 Q3	$8.09K	Hold	375	–	–	﹤0.01%	681
2018 Q2	$8.1K	Hold	375	–	–	﹤0.01%	691
2018 Q1	$8.72K	Hold	375	–	–	﹤0.01%	653
2017 Q4	$9.14K	Hold	375	–	–	﹤0.01%	648
2017 Q3	$9.27K	Hold	375	–	–	﹤0.01%	631
2017 Q2	$9.3K	Hold	375	–	–	﹤0.01%	573
2017 Q1	$8.71K	Hold	375	–	–	﹤0.01%	579
2016 Q4	$8.51K	Hold	375	–	–	﹤0.01%	563
2016 Q3	$8.75K	Hold	375	–	–	﹤0.01%	541
2016 Q2	$8.85K	Hold	375	–	–	﹤0.01%	534
2016 Q1	$8.46K	Buy	+375	New	+$8.07K	﹤0.01%	511

Other funds holding FPF

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Anchor Investment Management's FPF Position: Q1 2026 in Review

Anchor Investment Management held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q1 2026 at 1,375 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Anchor Investment Management first reported a position in FPF in Q1 2016 and has held it in 41 quarters since. The position peaked at $30.2K in Q1 2022. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Anchor Investment Management held 1,375 shares of First Trust Intermediate Duration Preferred & Income Fund worth $24.2K as of Q1 2026.
Anchor Investment Management left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q1 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #711 holding.
Anchor Investment Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $30.2K in Q1 2022.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.