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

Birchbrook’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	$727	Hold	40	–	–	﹤0.01%	282
2026 Q1	$706	Hold	40	–	–	﹤0.01%	269
2025 Q4	$746	Hold	40	–	–	﹤0.01%	275
2025 Q3	$766	Hold	40	–	–	﹤0.01%	246
2025 Q2	$753	Hold	40	–	–	﹤0.01%	250
2025 Q1	$736	Hold	40	–	–	﹤0.01%	244
2024 Q4	$720	Buy	+40	New	+$751	﹤0.01%	270

Other funds holding FPF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return