Commonwealth Equity Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Commonwealth Equity Services’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	$650K	Sell	35,760 -1,274	-3%	-$23.1K	﹤0.01%	3103
2026 Q1	$653K	Sell	37,034 -1,746	-5%	-$32.5K	﹤0.01%	2972
2025 Q4	$723K	Sell	38,780 -7,249	-16%	-$136K	﹤0.01%	2851
2025 Q3	$881K	Buy	46,029 +1,506	+3%	+$28.7K	﹤0.01%	2698
2025 Q2	$838K	Sell	44,523 -1,375	-3%	-$24.5K	﹤0.01%	2730
2025 Q1	$844K	Buy	45,898 +43	+0.1%	+$797	﹤0.01%	2598
2024 Q4	$825K	Buy	45,855 +3,789	+9%	+$71.2K	﹤0.01%	2543
2024 Q3	$822K	Sell	42,066 -7,747	-16%	-$144K	﹤0.01%	2493
2024 Q2	$915K	Buy	49,813 +6,896	+16%	+$121K	﹤0.01%	2351
2024 Q1	$769K	Buy	42,917 +1,656	+4%	+$28.7K	﹤0.01%	2439
2023 Q4	$673K	Buy	41,261 +5,964	+17%	+$90.3K	﹤0.01%	2463
2023 Q3	$526K	Buy	35,297 +2,048	+6%	+$31.3K	﹤0.01%	2551
2023 Q2	$516K	Buy	33,249 +1,346	+4%	+$20.6K	﹤0.01%	2595
2023 Q1	$503	Sell	31,903 -2,003	-6%	-$35.1K	﹤0.01%	2552
2022 Q4	$572K	Buy	33,906 +3,418	+11%	+$57.2K	﹤0.01%	2358
2022 Q3	$505K	Buy	30,488 +4,184	+16%	+$79.1K	﹤0.01%	2404
2022 Q2	$491K	Sell	26,304 -2,941	-10%	-$57.6K	﹤0.01%	2412
2022 Q1	$643K	Buy	29,245 +2,392	+9%	+$53.2K	﹤0.01%	2326
2021 Q4	$658K	Buy	26,853 +101	+0.4%	+$2.52K	﹤0.01%	2297
2021 Q3	$669K	Sell	26,752 -1,329	-5%	-$34K	﹤0.01%	2253
2021 Q2	$705K	Sell	28,081 -98	-0.3%	-$2.42K	﹤0.01%	2194
2021 Q1	$674K	Sell	28,179 -6,383	-18%	-$150K	﹤0.01%	2089
2020 Q4	$831K	Sell	34,562 -3,413	-9%	-$76.5K	﹤0.01%	1781
2020 Q3	$816K	Buy	37,975 +6,372	+20%	+$139K	﹤0.01%	1616
2020 Q2	$673K	Sell	31,603 -1,930	-6%	-$38.8K	﹤0.01%	1676
2020 Q1	$598K	Sell	33,533 -2,968	-8%	-$66.1K	﹤0.01%	1585
2019 Q4	$861K	Sell	36,501 -18,258	-33%	-$434K	﹤0.01%	1523
2019 Q3	$1.29M	Buy	54,759 +3,729	+7%	+$86.6K	0.01%	1202
2019 Q2	$1.16M	Buy	51,030 +11,197	+28%	+$249K	0.01%	1262
2019 Q1	$868K	Buy	39,833 +21,523	+118%	+$457K	﹤0.01%	1398
2018 Q4	$362K	Sell	18,310 -24,076	-57%	-$483K	﹤0.01%	1881
2018 Q3	$913K	Sell	42,386 -354	-0.8%	-$7.7K	﹤0.01%	1367
2018 Q2	$923K	Sell	42,740 -3,722	-8%	-$82.6K	﹤0.01%	1324
2018 Q1	$1.08M	Sell	46,462 -396	-0.8%	-$9.24K	0.01%	1210
2017 Q4	$1.14M	Sell	46,858 -9,113	-16%	-$225K	0.01%	1156
2017 Q3	$1.38M	Sell	55,971 -2,874	-5%	-$70.5K	0.01%	1010
2017 Q2	$1.46M	Sell	58,845 -1,544	-3%	-$37.1K	0.01%	949
2017 Q1	$1.4M	Buy	60,389 +2,429	+4%	+$56.3K	0.01%	942
2016 Q4	$1.31M	Buy	57,960 +595	+1%	+$13.2K	0.01%	911
2016 Q3	$1.34M	Sell	57,365 -2,161	-4%	-$50.6K	0.01%	862
2016 Q2	$1.4M	Buy	59,526 +3,061	+5%	+$69.9K	0.01%	820
2016 Q1	$1.27M	Buy	56,465 +1,215	+2%	+$26.1K	0.01%	843
2015 Q4	$1.18M	Sell	55,250 -769	-1%	-$16.6K	0.01%	849
2015 Q3	$1.2M	Sell	56,019 -3,164	-5%	-$68.5K	0.01%	811
2015 Q2	$1.27M	Sell	59,183 -1,991	-3%	-$44.5K	0.01%	826
2015 Q1	$1.37M	Buy	61,174 +11,716	+24%	+$262K	0.01%	787
2014 Q4	$1.12M	Buy	49,458 +4,246	+9%	+$92.9K	0.01%	841
2014 Q3	$982K	Buy	45,212 +2,559	+6%	+$56.5K	0.01%	881
2014 Q2	$975K	Buy	42,653 +8,947	+27%	+$201K	0.01%	879
2014 Q1	$746K	Buy	33,706 +17,990	+114%	+$388K	0.01%	973
2013 Q4	$334K	Buy	+15,716	New	+$327K	﹤0.01%	1376

Other funds holding FPF

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

DADC

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

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services's FPF Position: Q2 2026 in Review

Commonwealth Equity Services reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 3.4% in Q2 2026, selling an estimated $23.1K and leaving 35,760 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Commonwealth Equity Services first reported a position in FPF in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.46M in Q2 2017. 51 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Commonwealth Equity Services held 35,760 shares of First Trust Intermediate Duration Preferred & Income Fund worth $650K as of Q2 2026.
Commonwealth Equity Services sold 1,274 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $23.1K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3103 holding.
Commonwealth Equity Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2013 and has held it in 51 quarters since.
Commonwealth Equity Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.46M in Q2 2017.
51 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.