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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.4K	Hold	1,500	–	–	﹤0.01%	848
2025 Q4	$28K	Hold	1,500	–	–	﹤0.01%	840
2025 Q3	$28.7K	Hold	1,500	–	–	﹤0.01%	824
2025 Q2	$28.2K	Hold	1,500	–	–	﹤0.01%	791
2025 Q1	$27.6K	Hold	1,500	–	–	﹤0.01%	725
2024 Q4	$27K	Buy	+1,500	New	+$28.2K	﹤0.01%	693
2020 Q4	–	Sell	-1,500	Closed	-$32K	–	298
2020 Q3	$32K	Buy	+1,500	New	+$32.6K	0.01%	358
2020 Q2	–	Sell	-1,500	Closed	-$27K	–	441
2020 Q1	$27K	Buy	+1,500	New	+$33.4K	0.01%	458
2019 Q4	–	Sell	-1,500	Closed	-$35K	–	366
2019 Q3	$35K	Hold	1,500	–	–	0.01%	507
2019 Q2	$34K	Hold	1,500	–	–	0.01%	536
2019 Q1	$33K	Buy	+1,500	New	+$31.8K	0.01%	527