BTI
FPF

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
Q1 		$9.64K 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 		$9.98K Buy
543
+12
+2% +$222 ﹤0.01% 1895
2024
Q4 		$9.55K 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 – 2384
2023
Q4 		$2K Buy
+125
New +$1.89K ﹤0.01% 2138

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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 $16.5B AUM 19.94% 1-Year Est. Return