Chesapeake Asset Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Chesapeake Asset Management’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
2025 Q1	–	Sell	-400	Closed	-$7.2K	–	566
2024 Q4	$7.2K	Hold	400	–	–	0.01%	236
2024 Q3	$7.81K	Hold	400	–	–	0.01%	228
2024 Q2	$7.35K	Hold	400	–	–	0.01%	227
2024 Q1	$7.17K	Hold	400	–	–	0.01%	226
2023 Q4	$6.52K	Hold	400	–	–	0.01%	277
2023 Q3	$5.96K	Hold	400	–	–	0.01%	294
2023 Q2	$6.2K	Hold	400	–	–	0.01%	290
2023 Q1	$6.31K	Buy	+400	New	+$7K	0.01%	284

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SIA

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

PPG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chesapeake Asset Management's FPF Position: Q1 2025 in Review

Chesapeake Asset Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2025, closing a stake of 400 shares — an estimated $7.2K sold.

Chesapeake Asset Management first reported a position in FPF in Q1 2023 and held it in 8 quarters. The position peaked at $7.81K in Q3 2024. 109 funds tracked by Wall St. Rank hold FPF as of Q1 2025.

Chesapeake Asset Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2025 after selling out during the quarter.
Chesapeake Asset Management sold 400 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2025, an estimated $7.2K.
Chesapeake Asset Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and held it in 8 quarters.
Chesapeake Asset Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $7.81K in Q3 2024.
109 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2025.

Based on Chesapeake Asset Management's 13F filing for Q1 2025, filed 5 Jan 2026.