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 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

CoreCap Advisors's FPF Position: Q4 2025 in Review

CoreCap Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 185 shares — an estimated $3.54K sold.

CoreCap Advisors first reported a position in FPF in Q4 2021 and held it in 10 quarters. The position peaked at $176K in Q4 2021. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

CoreCap Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
CoreCap Advisors sold 185 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $3.54K.
CoreCap Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2021 and held it in 10 quarters.
CoreCap Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $176K in Q4 2021.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on CoreCap Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.