Cetera Investment Advisers’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Cetera Investment Advisers’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	$1.42M	Buy	77,966 +5,805	+8%	+$105K	﹤0.01%	2698
2026 Q1	$1.27M	Buy	72,161 +4,668	+7%	+$87K	﹤0.01%	2698
2025 Q4	$1.26M	Buy	67,493 +5,790	+9%	+$108K	﹤0.01%	2629
2025 Q3	$1.18M	Buy	61,703 +28,804	+88%	+$549K	﹤0.01%	2631
2025 Q2	$619K	Sell	32,899 -201	-0.6%	-$3.59K	﹤0.01%	2790
2025 Q1	$609K	Sell	33,100 -2,204	-6%	-$40.8K	﹤0.01%	2678
2024 Q4	$635K	Buy	35,304 +13,410	+61%	+$252K	﹤0.01%	2496
2024 Q3	$428K	Sell	21,894 -517	-2%	-$9.59K	﹤0.01%	2777
2024 Q2	$412K	Sell	22,411 -2,783	-11%	-$48.8K	﹤0.01%	2745
2024 Q1	$451K	Buy	+25,194	New	+$436K	﹤0.01%	2676
2020 Q1	–	Sell	-19,443	Closed	-$458K	–	577
2019 Q4	$458K	Buy	19,443 +3,710	+24%	+$88.2K	0.05%	356
2019 Q3	$371K	Buy	15,733 +6,804	+76%	+$158K	0.05%	363
2019 Q2	$202K	Buy	+8,929	New	+$199K	0.03%	491
2019 Q1	–	Sell	-10,556	Closed	-$207K	–	495
2018 Q4	$207K	Sell	10,556 -2,695	-20%	-$54K	0.03%	416
2018 Q3	$288K	Sell	13,251 -11,401	-46%	-$248K	0.04%	375
2018 Q2	$533K	Buy	+24,652	New	+$547K	0.09%	234
2017 Q4	–	Sell	-51,732	Closed	-$1.27M	–	413
2017 Q3	$1.27M	Buy	51,732 +13,634	+36%	+$335K	0.28%	95
2017 Q2	$948K	Buy	38,098 +27,835	+271%	+$669K	0.23%	118
2017 Q1	$239K	Buy	+10,263	New	+$238K	0.07%	309

Other funds holding FPF

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

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

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

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

Cetera Investment Advisers's FPF Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 8% in Q2 2026, buying an estimated $105K and bringing the position to 77,966 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Cetera Investment Advisers first reported a position in FPF in Q1 2017 and has held it in 19 quarters since. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Cetera Investment Advisers held 77,966 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.42M as of Q2 2026.
Cetera Investment Advisers bought 5,805 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $105K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2698 holding.
Cetera Investment Advisers first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2017 and has held it in 19 quarters since.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.