CCM
FPF

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

Consolidated 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
2026
Q2 		$300K Buy
16,491
+2,830
+21% +$51.3K 0.08% 59
2026
Q1 		$241K Buy
13,661
+1,090
+9% +$20.3K 0.08% 65
2025
Q4 		$234K Buy
+12,571
New +$235K 0.07% 68

Other funds holding FPF

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Invesco
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
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

Consolidated Capital Management's FPF Position: Q2 2026 in Review

Consolidated Capital Management increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 21% in Q2 2026, buying an estimated $51.3K and bringing the position to 16,491 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #59.

Consolidated Capital Management first reported a position in FPF in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • Consolidated Capital Management held 16,491 shares of First Trust Intermediate Duration Preferred & Income Fund worth $300K as of Q2 2026.
  • Consolidated Capital Management bought 2,830 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $51.3K.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.08% of Consolidated Capital Management's portfolio in Q2 2026, its #59 holding.
  • Consolidated Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.