Avantax Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
19,482
+859
+5% +$15.3K ﹤0.01% 1771
2025
Q1
$342K Buy
18,623
+289
+2% +$5.36K ﹤0.01% 1743
2024
Q4
$330K Buy
18,334
+920
+5% +$17.3K ﹤0.01% 1720
2024
Q3
$340K Sell
17,414
-156
-0.9% -$2.89K ﹤0.01% 1668
2024
Q2
$323K Buy
+17,570
New +$308K ﹤0.01% 1646

Other funds holding FPF

Avantax Advisory Services's FPF Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 4.6% in Q2 2025, buying an estimated $15.3K and bringing the position to 19,482 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Avantax Advisory Services first reported a position in FPF in Q2 2024 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

  • Avantax Advisory Services held 19,482 shares of First Trust Intermediate Duration Preferred & Income Fund worth $367K as of Q2 2025.
  • Avantax Advisory Services bought 859 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $15.3K.
  • First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1771 holding.
  • Avantax Advisory Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2024 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.