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

Aspect 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 Q1	$13.2K	Hold	750	–	–	0.01%	228
2025 Q4	$14K	Buy	750 +250	+50%	+$4.68K	0.01%	227
2025 Q3	$9.57K	Hold	500	–	–	﹤0.01%	308
2025 Q2	$9.41K	Hold	500	–	–	﹤0.01%	289
2025 Q1	$9.2K	Hold	500	–	–	0.01%	271
2024 Q4	$9K	Buy	500 +100	+25%	+$1.88K	0.01%	298
2024 Q3	$7.81K	Buy	400 +50	+14%	+$928	﹤0.01%	301
2024 Q2	$6.43K	Buy	350 +150	+75%	+$2.63K	﹤0.01%	320
2024 Q1	$3.58K	Buy	200 +75	+60%	+$1.3K	﹤0.01%	386
2023 Q4	$2.04K	Buy	+125	New	+$1.89K	﹤0.01%	434

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return