CSC
FPF

Caldwell Sutter Capital’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Caldwell Sutter Capital’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 		$37.2K Hold
2,050
– – 0.01% 443
2026
Q1 		$36.1K Hold
2,050
– – 0.01% 412
2025
Q4 		$38.2K Hold
2,050
– – 0.02% 401
2025
Q3 		$39.3K Buy
2,050
+450
+28% +$8.57K 0.02% 397
2025
Q2 		$30.1K Hold
1,600
– – 0.01% 414
2025
Q1 		$29.4K Sell
1,600
-500
-24% -$9.27K 0.01% 417
2024
Q4 		$37.8K Hold
2,100
– – 0.02% 399
2024
Q3 		$41K Hold
2,100
– – 0.02% 394
2024
Q2 		$38.6K Hold
2,100
– – 0.02% 392
2024
Q1 		$37.6K Hold
2,100
– – 0.02% 387
2023
Q4 		$34.3K Hold
2,100
– – 0.02% 387
2023
Q3 		$31.3K Hold
2,100
– – 0.02% 381
2023
Q2 		$32.6K Buy
2,100
+1,500
+250% +$23K 0.02% 377
2023
Q1 		$9.47K Buy
+600
New +$10.5K 0.01% 392

Other funds holding FPF

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
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
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

Caldwell Sutter Capital's FPF Position: Q2 2026 in Review

Caldwell Sutter Capital held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 2,050 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #443.

Caldwell Sutter Capital first reported a position in FPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $41K in Q3 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • Caldwell Sutter Capital held 2,050 shares of First Trust Intermediate Duration Preferred & Income Fund worth $37.2K as of Q2 2026.
  • Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q2 2026, its #443 holding.
  • Caldwell Sutter Capital first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's First Trust Intermediate Duration Preferred & Income Fund position peaked at $41K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.