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

Golden State Wealth Management’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	-1,500	Closed	-$26.4K	–	1649
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	–	495
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

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

Golden State Wealth Management's FPF Position: Q2 2026 in Review

Golden State Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 1,500 shares — an estimated $26.4K sold.

Golden State Wealth Management first reported a position in FPF in Q1 2019 and held it in 11 quarters. The position peaked at $35K in Q3 2019. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Golden State Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 1,500 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $26.4K.
Golden State Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2019 and held it in 11 quarters.
Golden State Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $35K in Q3 2019.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.