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 Q2	$9.94K	Hold	547	–	–	﹤0.01%	1869
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	–	2383
2023 Q4	$2K	Buy	+125	New	+$1.89K	﹤0.01%	2138

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Blue Trust Inc's FPF Position: Q2 2026 in Review

Blue Trust Inc held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 547 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Blue Trust Inc first reported a position in FPF in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.5K in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Blue Trust Inc held 547 shares of First Trust Intermediate Duration Preferred & Income Fund worth $9.94K as of Q2 2026.
Blue Trust Inc left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1869 holding.
Blue Trust Inc first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and has held it in 9 quarters since.
Blue Trust Inc's First Trust Intermediate Duration Preferred & Income Fund position peaked at $10.5K in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.