Golden State Equity Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Golden State Equity 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	-1,925	Closed	-$34K	–	846
2026 Q1	$34K	Buy	+1,925	New	+$35.9K	﹤0.01%	958

Other funds holding FPF

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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

Golden State Equity Partners's FPF Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 1,925 shares — an estimated $34K sold.

Golden State Equity Partners first reported a position in FPF in Q1 2026 and held it in 1 quarter. The position peaked at $34K in Q1 2026. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,925 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $34K.
Golden State Equity Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $34K in Q1 2026.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.