Creative Planning
FPF

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

Creative Planning’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
-15,548
Closed -$298K – 3973
2025
Q3 		$298K Buy
+15,548
New +$296K ﹤0.01% 3149
2020
Q1 		– Sell
-11,492
Closed -$271K – 1948
2019
Q4 		$271K Hold
11,492
– – ﹤0.01% 1458
2019
Q3 		$272K Buy
11,492
+600
+6% +$13.9K ﹤0.01% 1420
2019
Q2 		$248K Hold
10,892
– – ﹤0.01% 1486
2019
Q1 		$238K Sell
10,892
-732
-6% -$15.5K ﹤0.01% 1475
2018
Q4 		$230K Sell
11,624
-160
-1% -$3.21K ﹤0.01% 1393
2018
Q3 		$254K Buy
11,784
+1,073
+10% +$23.3K ﹤0.01% 1517
2018
Q2 		$231K Buy
10,711
+1,947
+22% +$43.2K ﹤0.01% 1541
2018
Q1 		$204K Sell
8,764
-200
-2% -$4.67K ﹤0.01% 1603
2017
Q4 		$218K Sell
8,964
-1,568
-15% -$38.7K ﹤0.01% 1549
2017
Q3 		$260K Buy
10,532
+2,980
+39% +$73.1K ﹤0.01% 1425
2017
Q2 		$187K Buy
7,552
+3,002
+66% +$72.2K ﹤0.01% 1558
2017
Q1 		$106K Sell
4,550
-315
-6% -$7.3K ﹤0.01% 1915
2016
Q4 		$110K Sell
4,865
-830
-15% -$18.4K ﹤0.01% 1802
2016
Q3 		$133K Buy
5,695
+716
+14% +$16.8K ﹤0.01% 1652
2016
Q2 		$117K Sell
4,979
-616
-11% -$14.1K ﹤0.01% 1568
2016
Q1 		$126K Buy
5,595
+1,000
+22% +$21.5K ﹤0.01% 1489
2015
Q4 		$98K Buy
4,595
+1,595
+53% +$34.4K ﹤0.01% 1640
2015
Q3 		$64K Buy
+3,000
New +$65K ﹤0.01% 1870
2015
Q2 		– Sell
-9,500
Closed -$213K – 1760
2015
Q1 		$213K Buy
9,500
+6,500
+217% +$145K ﹤0.01% 1161
2014
Q4 		$68K Buy
+3,000
New +$65.7K ﹤0.01% 1791

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Creative Planning's FPF Position: Q4 2025 in Review

Creative Planning sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 15,548 shares — an estimated $298K sold.

Creative Planning first reported a position in FPF in Q4 2014 and held it in 21 quarters. The position peaked at $298K in Q3 2025. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

  • Creative Planning reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 15,548 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $298K.
  • Creative Planning first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2014 and held it in 21 quarters.
  • Creative Planning's First Trust Intermediate Duration Preferred & Income Fund position peaked at $298K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.