CX Institutional’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

CX Institutional’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 Q2	–	Sell	-500	Closed	-$9K	–	1225
2025 Q1	$9K	Buy	+500	New	+$9.27K	﹤0.01%	1021
2022 Q3	–	Sell	-500	Closed	-$9K	–	713
2022 Q2	$9K	Buy	+500	New	+$9.79K	﹤0.01%	963
2021 Q4	–	Sell	-500	Closed	-$13K	–	551
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	799
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	800
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	745
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	699
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	651
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	546
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	461
2019 Q4	$12K	Hold	500	–	–	﹤0.01%	409
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	436
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	473
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	445
2018 Q4	$10K	Buy	+500	New	+$10K	﹤0.01%	351

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CX Institutional's FPF Position: Q2 2025 in Review

CX Institutional sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025, closing a stake of 500 shares — an estimated $9K sold.

CX Institutional first reported a position in FPF in Q4 2018 and held it in 14 quarters. The position peaked at $13K in Q3 2021. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

CX Institutional reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
CX Institutional sold 500 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $9K.
CX Institutional first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2018 and held it in 14 quarters.
CX Institutional's First Trust Intermediate Duration Preferred & Income Fund position peaked at $13K in Q3 2021.
112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on CX Institutional's 13F filing for Q2 2025, filed 11 Jul 2025.