Ethos Financial Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Ethos Financial Group’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	$680K	Buy	37,438 +1,974	+6%	+$35.8K	0.05%	292
2026 Q1	$661K	Hold	35,464	–	–	0.05%	269
2025 Q4	$661K	Sell	35,464 -2,507	-7%	-$46.9K	0.05%	254
2025 Q3	$727K	Buy	37,971 +5,143	+16%	+$98K	0.06%	218
2025 Q2	$618K	Hold	32,828	–	–	0.05%	233
2025 Q1	$604K	Buy	+32,828	New	+$608K	0.06%	206

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

Ethos Financial Group's FPF Position: Q2 2026 in Review

Ethos Financial Group increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 5.6% in Q2 2026, buying an estimated $35.8K and bringing the position to 37,438 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #292.

Ethos Financial Group first reported a position in FPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $727K in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Ethos Financial Group held 37,438 shares of First Trust Intermediate Duration Preferred & Income Fund worth $680K as of Q2 2026.
Ethos Financial Group bought 1,974 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $35.8K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #292 holding.
Ethos Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $727K in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.