FGC
FPF

Financial Gravity Companies’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Financial Gravity Companies’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 		$3.09K Buy
+164
New +$2.93K ﹤0.01% 722

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial Gravity Companies's FPF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025: 164 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings.

112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

  • Financial Gravity Companies held 164 shares of First Trust Intermediate Duration Preferred & Income Fund worth $3.09K as of Q2 2025.
  • First Trust Intermediate Duration Preferred & Income Fund was a new Financial Gravity Companies position in Q2 2025.
  • First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #722 holding.
  • 112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.