Creative Financial Designs’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Creative Financial Designs’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	-2	Closed	-$45	–	2102
2025 Q3	$45	Hold	2	–	–	﹤0.01%	2032
2025 Q2	$44	Hold	2	–	–	﹤0.01%	1995
2025 Q1	$42	Hold	2	–	–	﹤0.01%	2037
2024 Q4	$40	Hold	2	–	–	﹤0.01%	1780
2024 Q3	$42	Hold	2	–	–	﹤0.01%	1673
2024 Q2	$39	Hold	2	–	–	﹤0.01%	1634
2024 Q1	$37	Sell	2 -248	-99%	-$4.29K	﹤0.01%	1651
2023 Q4	$4.08K	Buy	+250	New	+$3.79K	﹤0.01%	1306

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

Creative Financial Designs's FPF Position: Q4 2025 in Review

Creative Financial Designs sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 2 shares — an estimated $45 sold.

Creative Financial Designs first reported a position in FPF in Q4 2023 and held it in 8 quarters. The position peaked at $4.08K in Q4 2023. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

Creative Financial Designs reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 2 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $45.
Creative Financial Designs first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and held it in 8 quarters.
Creative Financial Designs's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4.08K in Q4 2023.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.