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 Q3	$16K	Hold	1,000	–	–	0.01%	219
2026 Q2	$18.2K	Buy	1,000 +250	+33%	+$4.53K	0.01%	216
2026 Q1	$13.2K	Hold	750	–	–	0.01%	228
2025 Q4	$14K	Buy	750 +250	+50%	+$4.68K	0.01%	227
2025 Q3	$9.6K	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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Aspect Partners's FPF Position: Q3 2026 in Review

Aspect Partners held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2026 at 1,000 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #219.

Aspect Partners first reported a position in FPF in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.2K in Q2 2026. 30 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

Aspect Partners held 1,000 shares of First Trust Intermediate Duration Preferred & Income Fund worth $16K as of Q3 2026.
Aspect Partners left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q3 2026.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #219 holding.
Aspect Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $18.2K in Q2 2026.
30 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.