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Coldstream Capital Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-233
Closed -$4.29K – 1911
2025
Q1 		$4.29K Buy
+233
New +$4.32K ﹤0.01% 2771

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Coldstream Capital Management's FPF Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025, closing a stake of 233 shares — an estimated $4.29K sold.

Coldstream Capital Management first reported a position in FPF in Q1 2025 and held it in 1 quarter. The position peaked at $4.29K in Q1 2025. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 233 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $4.29K.
  • Coldstream Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4.29K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.