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

Comprehensive Financial Planning’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	$836	Hold	46	–	–	﹤0.01%	371
2026 Q1	$810	Hold	46	–	–	﹤0.01%	355
2025 Q4	$857	Hold	46	–	–	﹤0.01%	387
2025 Q3	$881	Hold	46	–	–	﹤0.01%	321
2025 Q2	$866	Hold	46	–	–	﹤0.01%	311
2025 Q1	$845	Hold	46	–	–	﹤0.01%	303
2024 Q4	$828	Buy	+46	New	+$864	﹤0.01%	330

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

Comprehensive Financial Planning's FPF Position: Q2 2026 in Review

Comprehensive Financial Planning held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 46 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Comprehensive Financial Planning first reported a position in FPF in Q4 2024 and has held it in 7 quarters since. The position peaked at $881 in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Comprehensive Financial Planning held 46 shares of First Trust Intermediate Duration Preferred & Income Fund worth $836 as of Q2 2026.
Comprehensive Financial Planning left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #371 holding.
Comprehensive Financial Planning first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's First Trust Intermediate Duration Preferred & Income Fund position peaked at $881 in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.