CFG
FPF

Cooper Financial Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Cooper Financial Group’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
Q1 		– Sell
-12,020
Closed -$224K – 439
2025
Q4 		$224K Buy
12,020
+111
+0.9% +$2.08K 0.02% 356
2025
Q3 		$228K Sell
11,909
-36,343
-75% -$693K 0.03% 353
2025
Q2 		$872K Buy
48,252
+37,905
+366% +$676K 0.1% 158
2025
Q1 		$190K Sell
10,347
-161
-2% -$2.98K 0.03% 370
2024
Q4 		$189K Sell
10,508
-333
-3% -$6.25K 0.02% 379
2024
Q3 		$212K Sell
10,841
-3,621
-25% -$67.2K 0.03% 363
2024
Q2 		$266K Sell
14,462
-12,242
-46% -$215K 0.04% 320
2024
Q1 		$479K Buy
26,704
+65
+0.2% +$1.13K 0.08% 224
2023
Q4 		$434K Sell
26,639
-1,205
-4% -$18.3K 0.08% 224
2023
Q3 		$415K Sell
27,844
-1,812
-6% -$27.7K 0.1% 217
2023
Q2 		$460K Sell
29,656
-431
-1% -$6.6K 0.11% 206
2023
Q1 		$475K Buy
30,087
+3,362
+13% +$58.9K 0.13% 177
2022
Q4 		$451K Buy
26,725
+2,143
+9% +$35.9K 0.14% 159
2022
Q3 		$408K Sell
24,582
-7,011
-22% -$133K 0.15% 146
2022
Q2 		$590K Sell
31,593
-4,833
-13% -$94.6K 0.21% 113
2022
Q1 		$801K Buy
36,426
+2,382
+7% +$53K 0.3% 73
2021
Q4 		$835K Buy
34,044
+5,262
+18% +$131K 0.32% 81
2021
Q3 		$720K Sell
28,782
-1,052
-4% -$26.9K 0.15% 97
2021
Q2 		$749K Buy
29,834
+4,022
+16% +$99.2K 0.15% 91
2021
Q1 		$618K Sell
25,812
-18,804
-42% -$441K 0.14% 104
2020
Q4 		$1.07M Sell
44,616
-12,218
-21% -$274K 0.22% 81
2020
Q3 		$1.22M Buy
56,834
+8,581
+18% +$187K 0.35% 47
2020
Q2 		$1.03M Buy
48,253
+153
+0.3% +$3.08K 0.33% 45
2020
Q1 		$858K Buy
+48,100
New +$1.07M 0.36% 44

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cohen & Steers
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

Cooper Financial Group's FPF Position: Q1 2026 in Review

Cooper Financial Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2026, closing a stake of 12,020 shares — an estimated $224K sold.

Cooper Financial Group first reported a position in FPF in Q1 2020 and held it in 24 quarters. The position peaked at $1.22M in Q3 2020. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

  • Cooper Financial Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 12,020 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $224K.
  • Cooper Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2020 and held it in 24 quarters.
  • Cooper Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.22M in Q3 2020.
  • 119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.