Carson Wealth (CWM LLC)’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Carson Wealth (CWM LLC)’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	$514K	Buy	29,160 +5,971	+26%	+$111K	﹤0.01%	1998
2025 Q4	$432K	Sell	23,189 -5,209	-18%	-$97.5K	﹤0.01%	2009
2025 Q3	$544K	Buy	28,398 +216	+0.8%	+$4.12K	﹤0.01%	1745
2025 Q2	$530K	Hold	28,182	–	–	﹤0.01%	1562
2025 Q1	$518K	Hold	28,182	–	–	﹤0.01%	1428
2024 Q4	$507K	Buy	28,182 +6,351	+29%	+$119K	﹤0.01%	1376
2024 Q3	$426K	Buy	21,831 +180	+0.8%	+$3.34K	﹤0.01%	1388
2024 Q2	$398K	Sell	21,651 -8,467	-28%	-$149K	﹤0.01%	1279
2024 Q1	$540K	Sell	30,118 -1,413	-4%	-$24.5K	﹤0.01%	1103
2023 Q4	$514K	Buy	31,531 +23,531	+294%	+$356K	﹤0.01%	1056
2023 Q3	$119K	Sell	8,000 -1,609	-17%	-$24.6K	﹤0.01%	1538
2023 Q2	$149K	Buy	+9,609	New	+$147K	﹤0.01%	1376
2023 Q1	–	Sell	-126	Closed	-$2K	–	4149
2022 Q4	$2K	Hold	126	–	–	﹤0.01%	3545
2022 Q3	$2K	Hold	126	–	–	﹤0.01%	3457
2022 Q2	$2K	Buy	+126	New	+$2.47K	﹤0.01%	3329
2022 Q1	–	Sell	-2,127	Closed	-$52K	–	3631
2021 Q4	$52K	Buy	+2,127	New	+$53K	﹤0.01%	1555
2021 Q2	$76K	Hold	3,038	–	–	﹤0.01%	1235
2021 Q1	$76K	Hold	3,038	–	–	﹤0.01%	1235
2020 Q4	$76K	Hold	3,038	–	–	﹤0.01%	1235
2020 Q3	$76K	Hold	3,038	–	–	﹤0.01%	1235
2020 Q2	$76K	Hold	3,038	–	–	﹤0.01%	1235
2020 Q1	$76K	Hold	3,038	–	–	﹤0.01%	1235
2019 Q4	$76K	Hold	3,038	–	–	﹤0.01%	1235
2019 Q3	$76K	Hold	3,038	–	–	﹤0.01%	1235
2019 Q2	$76K	Hold	3,038	–	–	﹤0.01%	1235
2019 Q1	$76K	Sell	3,038 -22,930	-88%	-$486K	﹤0.01%	1235
2018 Q4	$514K	Buy	+25,968	New	+$521K	0.01%	452

Other funds holding FPF

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Carson Wealth (CWM LLC)'s FPF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 26% in Q1 2026, buying an estimated $111K and bringing the position to 29,160 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Carson Wealth (CWM LLC) first reported a position in FPF in Q4 2018 and has held it in 27 quarters since. The position peaked at $544K in Q3 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Carson Wealth (CWM LLC) held 29,160 shares of First Trust Intermediate Duration Preferred & Income Fund worth $514K as of Q1 2026.
Carson Wealth (CWM LLC) bought 5,971 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $111K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1998 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2018 and has held it in 27 quarters since.
Carson Wealth (CWM LLC)'s First Trust Intermediate Duration Preferred & Income Fund position peaked at $544K in Q3 2025.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.