CA
FPF

CoreCap Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

CoreCap Advisors’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
-185
Closed -$3.54K – 2984
2025
Q3 		$3.54K Hold
185
– – ﹤0.01% 2265
2025
Q2 		$3.48K Hold
185
– – ﹤0.01% 2198
2025
Q1 		$3.4K Hold
185
– – ﹤0.01% 2199
2024
Q4 		$3.33K Hold
185
– – ﹤0.01% 2083
2024
Q3 		$3.61K Hold
185
– – ﹤0.01% 2048
2024
Q2 		$3.4K Hold
185
– – ﹤0.01% 1227
2024
Q1 		$3.31K Buy
+185
New +$3.2K ﹤0.01% 2011
2022
Q4 		$97.6K Buy
+5,785
New +$96.9K 0.01% 745
2022
Q3 		– Sell
-5,785
Closed -$108K – 1077
2022
Q2 		$108K Buy
+5,785
New +$113K 0.01% 661
2022
Q1 		– Sell
-7,185
Closed -$176K – 1081
2021
Q4 		$176K Buy
+7,185
New +$179K 0.01% 561

Other funds holding FPF

Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 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 $16.5B AUM 19.94% 1-Year Est. Return