Arax Advisory Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Arax Advisory Partners’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	$18.2K	Buy	1,000 +500	+100%	+$9.06K	﹤0.01%	4019
2026 Q1	$8.81K	Hold	500	–	–	﹤0.01%	2509
2025 Q4	$9.32K	Hold	500	–	–	﹤0.01%	2507
2025 Q3	$9.57K	Buy	+500	New	+$9.53K	﹤0.01%	2622

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

Arax Advisory Partners's FPF Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 100% in Q2 2026, buying an estimated $9.06K and bringing the position to 1,000 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

Arax Advisory Partners first reported a position in FPF in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Arax Advisory Partners held 1,000 shares of First Trust Intermediate Duration Preferred & Income Fund worth $18.2K as of Q2 2026.
Arax Advisory Partners bought 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $9.06K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4019 holding.
Arax Advisory Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2025 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.