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 Q3	$641	Hold	40	–	–	﹤0.01%	275
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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Oppenheimer & Co New York $9.5B AUM 27.65% 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

Birchbrook's FPF Position: Q3 2026 in Review

Birchbrook held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2026 at 40 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Birchbrook first reported a position in FPF in Q4 2024 and has held it in 8 quarters since. The position peaked at $766 in Q3 2025. 47 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

Birchbrook held 40 shares of First Trust Intermediate Duration Preferred & Income Fund worth $641 as of Q3 2026.
Birchbrook 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 Birchbrook's portfolio in Q3 2026, its #275 holding.
Birchbrook first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and has held it in 8 quarters since.
Birchbrook's First Trust Intermediate Duration Preferred & Income Fund position peaked at $766 in Q3 2025.
47 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.