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

Blue Trust Inc’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	$8.76K	Hold	547	–	–	﹤0.01%	1739
2026 Q2	$9.9K	Hold	547	–	–	﹤0.01%	1869
2026 Q1	$9.6K	Hold	547	–	–	﹤0.01%	1852
2025 Q4	$10.2K	Hold	547	–	–	﹤0.01%	1855
2025 Q3	$10.5K	Hold	547	–	–	﹤0.01%	1846
2025 Q2	$10.3K	Buy	547 +4	+0.7%	+$71	﹤0.01%	1865
2025 Q1	$10K	Buy	543 +12	+2%	+$222	﹤0.01%	1895
2024 Q4	$9.6K	Buy	531 +23	+5%	+$432	﹤0.01%	1946
2024 Q3	$9.33K	Buy	+508	New	+$9.42K	﹤0.01%	2214
2024 Q1	–	Sell	-125	Closed	-$2K	–	2383
2023 Q4	$2K	Buy	+125	New	+$1.89K	﹤0.01%	2138

Other funds holding FPF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 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

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Blue Trust Inc's FPF Position: Q3 2026 in Review

Blue Trust Inc held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2026 at 547 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Blue Trust Inc first reported a position in FPF in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5K in Q3 2025. 77 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

Blue Trust Inc held 547 shares of First Trust Intermediate Duration Preferred & Income Fund worth $8.76K as of Q3 2026.
Blue Trust Inc 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 Blue Trust Inc's portfolio in Q3 2026, its #1739 holding.
Blue Trust Inc first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and has held it in 10 quarters since.
Blue Trust Inc's First Trust Intermediate Duration Preferred & Income Fund position peaked at $10.5K in Q3 2025.
77 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.