Consolidated Portfolio Review Corp’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Consolidated Portfolio Review Corp’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	-106,341	Closed	-$2.04M	–	165
2025 Q3	$2.04M	Sell	106,341 -5,199	-5%	-$99.1K	0.26%	98
2025 Q2	$2.1M	Sell	111,540 -4,118	-4%	-$73.5K	0.29%	87
2025 Q1	$2.13M	Buy	115,658 +486	+0.4%	+$9.01K	0.34%	75
2024 Q4	$2.07M	Buy	115,172 +3,181	+3%	+$59.7K	0.33%	84
2024 Q3	$2.19M	Sell	111,991 -17,793	-14%	-$330K	0.49%	50
2024 Q2	$2.38M	Sell	129,784 -42,596	-25%	-$747K	0.56%	43
2024 Q1	$3.09M	Buy	172,380 +3,469	+2%	+$60.1K	0.81%	31
2023 Q4	$2.75M	Buy	168,911 +14,847	+10%	+$225K	0.63%	39
2023 Q3	$2.3M	Buy	154,064 +40,335	+35%	+$616K	0.56%	44
2023 Q2	$1.76M	Buy	113,729 +25,582	+29%	+$392K	0.42%	67
2023 Q1	$1.39M	Buy	+88,147	New	+$1.54M	0.38%	72

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $361M AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DADC

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

Consolidated Portfolio Review Corp's FPF Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 106,341 shares — an estimated $2.04M sold.

Consolidated Portfolio Review Corp first reported a position in FPF in Q1 2023 and held it in 11 quarters. The position peaked at $3.09M in Q1 2024. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 106,341 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $2.04M.
Consolidated Portfolio Review Corp first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3.09M in Q1 2024.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.