Highline Wealth Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Highline Wealth 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	$2.73K	Hold	150	–	–	﹤0.01%	1113
2026 Q1	$2.65K	Hold	150	–	–	﹤0.01%	992
2025 Q4	$2.8K	Hold	150	–	–	﹤0.01%	770
2025 Q3	$2.87K	Buy	+150	New	+$2.86K	﹤0.01%	768

Other funds holding FPF

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Highline Wealth Partners's FPF Position: Q2 2026 in Review

Highline Wealth Partners held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 150 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Highline Wealth Partners first reported a position in FPF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.87K in Q3 2025. 27 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Highline Wealth Partners held 150 shares of First Trust Intermediate Duration Preferred & Income Fund worth $2.73K as of Q2 2026.
Highline Wealth Partners left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1113 holding.
Highline Wealth Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.87K in Q3 2025.
27 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.