Balyasny Asset Management
FPF

Balyasny Asset Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Balyasny Asset 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
2025
Q4 		– Sell
-20,992
Closed -$402K – 3239
2025
Q3 		$402K Buy
+20,992
New +$400K ﹤0.01% 2478

Other funds holding FPF

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Balyasny Asset Management's FPF Position: Q4 2025 in Review

Balyasny Asset Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 20,992 shares — an estimated $402K sold.

Balyasny Asset Management first reported a position in FPF in Q3 2025 and held it in 1 quarter. The position peaked at $402K in Q3 2025. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

  • Balyasny Asset Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 20,992 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $402K.
  • Balyasny Asset Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2025 and held it in 1 quarter.
  • Balyasny Asset Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $402K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.