HI
FPF

Harbour Investments’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Harbour Investments’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
Q3 		– Sell
-236
Closed -$4.44K – 3782
2025
Q2 		$4.44K Buy
+236
New +$4.21K ﹤0.01% 2923

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments's FPF Position: Q3 2025 in Review

Harbour Investments sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2025, closing a stake of 236 shares — an estimated $4.44K sold.

Harbour Investments first reported a position in FPF in Q2 2025 and held it in 1 quarter. The position peaked at $4.44K in Q2 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q3 2025.

  • Harbour Investments reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Harbour Investments sold 236 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2025, an estimated $4.44K.
  • Harbour Investments first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2025 and held it in 1 quarter.
  • Harbour Investments's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4.44K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.