Gateway Wealth Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Gateway Wealth Partners’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	–	Sell	-14,176	Closed	-$250K	–	820
2026 Q1	$250K	Buy	+14,176	New	+$264K	0.01%	816
2025 Q4	–	Sell	-39,513	Closed	-$757K	–	464
2025 Q3	$757K	Sell	39,513 -7,743	-16%	-$148K	0.1%	197
2025 Q2	$889K	Buy	+47,256	New	+$843K	0.17%	135

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

Gateway Wealth Partners's FPF Position: Q2 2026 in Review

Gateway Wealth Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 14,176 shares — an estimated $250K sold.

Gateway Wealth Partners first reported a position in FPF in Q2 2025 and held it in 3 quarters. The position peaked at $889K in Q2 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Gateway Wealth Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 14,176 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $250K.
Gateway Wealth Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2025 and held it in 3 quarters.
Gateway Wealth Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $889K in Q2 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.