Centaurus Financial’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Centaurus Financial’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	$1.03M	Buy	56,563 +135	+0.2%	+$2.45K	0.04%	393
2026 Q1	$995K	Sell	56,428 -449	-0.8%	-$8.37K	0.05%	345
2025 Q4	$1.06M	Sell	56,877 -925	-2%	-$17.3K	0.05%	329
2025 Q3	$1.11M	Sell	57,802 -1,062	-2%	-$20.2K	0.05%	305
2025 Q2	$1.11M	Sell	58,864 -1,310	-2%	-$23.4K	0.06%	277
2025 Q1	$1.11M	Sell	60,174 -770	-1%	-$14.3K	0.07%	262
2024 Q4	$1.1M	Sell	60,944 -13,507	-18%	-$254K	0.07%	259
2024 Q3	$1.45M	Sell	74,451 -11,211	-13%	-$208K	0.09%	203
2024 Q2	$1.57M	Sell	85,662 -16,090	-16%	-$282K	0.1%	179
2024 Q1	$1.82M	Buy	101,752 +3	+0%	+$52	0.13%	159
2023 Q4	$1.66M	Sell	101,749 -1,253	-1%	-$19K	0.13%	159
2023 Q3	$1.53M	Buy	103,002 +10,707	+12%	+$163K	0.13%	162
2023 Q2	$1.43M	Sell	92,295 -2,302	-2%	-$35.3K	0.13%	178
2023 Q1	$1.49M	Sell	94,597 -3,710	-4%	-$65K	0.12%	193
2022 Q4	$1.66M	Buy	98,307 +60,810	+162%	+$1.02M	0.16%	161
2022 Q3	$622K	Buy	37,497 +3,577	+11%	+$67.6K	0.06%	311
2022 Q2	$634K	Buy	33,920 +425	+1%	+$8.32K	0.06%	323
2022 Q1	$737K	Hold	33,495	–	–	0.06%	339
2021 Q4	$822K	Sell	33,495 -453	-1%	-$11.3K	0.06%	314
2021 Q3	$849K	Sell	33,948 -80	-0.2%	-$2.05K	0.07%	299
2021 Q2	$854K	Sell	34,028 -683	-2%	-$16.9K	0.07%	309
2021 Q1	$831K	Sell	34,711 -174	-0.5%	-$4.08K	0.08%	269
2020 Q4	$839K	Sell	34,885 -930	-3%	-$20.9K	0.09%	263
2020 Q3	$770K	Sell	35,815 -213	-0.6%	-$4.63K	0.11%	213
2020 Q2	$768K	Buy	36,028 +294	+0.8%	+$5.91K	0.11%	210
2020 Q1	$637K	Sell	35,734 -691	-2%	-$15.4K	0.13%	185
2019 Q4	$859K	Sell	36,425 -1,816	-5%	-$43.2K	0.12%	202
2019 Q3	$904K	Sell	38,241 -11,109	-23%	-$258K	0.14%	185
2019 Q2	$1.12M	Sell	49,350 -3,147	-6%	-$70.1K	0.18%	137
2019 Q1	$1.15M	Sell	52,497 -29,503	-36%	-$626K	0.2%	125
2018 Q4	$1.62M	Buy	82,000 +12,000	+17%	+$241K	0.36%	75
2018 Q3	$1.51M	Buy	70,000 +52,186	+293%	+$1.14M	0.27%	93
2018 Q2	$385K	Buy	17,814 +12,117	+213%	+$269K	0.05%	360
2018 Q1	$133K	Buy	+5,697	New	+$133K	0.03%	395

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

Centaurus Financial's FPF Position: Q2 2026 in Review

Centaurus Financial increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 0.24% in Q2 2026, buying an estimated $2.45K and bringing the position to 56,563 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #393.

Centaurus Financial first reported a position in FPF in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.82M in Q1 2024. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Centaurus Financial held 56,563 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.03M as of Q2 2026.
Centaurus Financial bought 135 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $2.45K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.04% of Centaurus Financial's portfolio in Q2 2026, its #393 holding.
Centaurus Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2018 and has held it in 34 quarters since.
Centaurus Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.82M in Q1 2024.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.