Concord Wealth Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-211	Closed	-$4.04K	–	865
2025 Q3	$4.04K	Buy	211 +131	+164%	+$2.5K	﹤0.01%	652
2025 Q2	$1.51K	Hold	80	–	–	﹤0.01%	744
2025 Q1	$1.47K	Buy	+80	New	+$1.48K	﹤0.01%	706

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

MOS

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

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 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

Concord Wealth Partners's FPF Position: Q4 2025 in Review

Concord Wealth Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 211 shares — an estimated $4.04K sold.

Concord Wealth Partners first reported a position in FPF in Q1 2025 and held it in 3 quarters. The position peaked at $4.04K in Q3 2025. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

Concord Wealth Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 211 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $4.04K.
Concord Wealth Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and held it in 3 quarters.
Concord Wealth Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4.04K in Q3 2025.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.