HAM
FPF icon

Harmony Asset Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Harmony Asset 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
2025
Q2 		– Sell
-10,317
Closed -$190K – 171
2025
Q1 		$190K Sell
10,317
-600
-5% -$11.1K 0.08% 161
2024
Q4 		$197K Sell
10,917
-374
-3% -$7.02K 0.08% 158
2024
Q3 		$221K Buy
+11,291
New +$209K 0.08% 153

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Harmony Asset Management's FPF Position: Q2 2025 in Review

Harmony Asset Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025, closing a stake of 10,317 shares — an estimated $190K sold.

Harmony Asset Management first reported a position in FPF in Q3 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

  • Harmony Asset Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Harmony Asset Management sold 10,317 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $190K.
  • Harmony Asset Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2024 and held it in 3 quarters.
  • Harmony Asset Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $221K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Harmony Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.