EJMK Ventures’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

EJMK Ventures’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
2026 Q2	$368K	Buy	20,245 +84	+0.4%	+$1.52K	0.17%	109
2026 Q1	$355K	Buy	20,161 +79	+0.4%	+$1.47K	0.2%	104
2025 Q4	$374K	Buy	+20,082	New	+$376K	0.23%	106

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

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

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

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

EJMK Ventures's FPF Position: Q2 2026 in Review

EJMK Ventures increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 0.42% in Q2 2026, buying an estimated $1.52K and bringing the position to 20,245 shares worth $368K. The position accounts for 0.17% of the portfolio, ranked #109.

EJMK Ventures first reported a position in FPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 117 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

EJMK Ventures held 20,245 shares of First Trust Intermediate Duration Preferred & Income Fund worth $368K as of Q2 2026.
EJMK Ventures bought 84 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $1.52K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.17% of EJMK Ventures's portfolio in Q2 2026, its #109 holding.
EJMK Ventures first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
EJMK Ventures's First Trust Intermediate Duration Preferred & Income Fund position peaked at $374K in Q4 2025.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on EJMK Ventures's 13F filing for Q2 2026, filed 6 Aug 2026.