IFP Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

IFP Advisors’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	$3.76K	Sell	207 -4,972	-96%	-$90.1K	﹤0.01%	3944
2026 Q1	$91.3K	Hold	5,179	–	–	﹤0.01%	1902
2025 Q4	$96.5K	Hold	5,179	–	–	﹤0.01%	1817
2025 Q3	$99.2K	Hold	5,179	–	–	﹤0.01%	1685
2025 Q2	$97.5K	Hold	5,179	–	–	﹤0.01%	1655
2025 Q1	$95.2K	Hold	5,179	–	–	﹤0.01%	1556
2024 Q4	$93.2K	Hold	5,179	–	–	﹤0.01%	1508
2024 Q3	$101K	Hold	5,179	–	–	﹤0.01%	1399
2024 Q2	$95.1K	Hold	5,179	–	–	﹤0.01%	1391
2024 Q1	$92.8K	Hold	5,179	–	–	﹤0.01%	1327
2023 Q4	$84.5K	Sell	5,179 -1,826	-26%	-$27.7K	﹤0.01%	1319
2023 Q3	$104K	Hold	7,005	–	–	﹤0.01%	1233
2023 Q2	$109K	Buy	7,005 +207	+3%	+$3.17K	﹤0.01%	1282
2023 Q1	$148K	Sell	6,798 -5,712	-46%	-$100K	0.01%	1067
2022 Q4	$273K	Sell	12,510 -2,351	-16%	-$39.4K	0.01%	1186
2022 Q3	$326K	Sell	14,861 -2,389	-14%	-$45.2K	0.01%	1148
2022 Q2	$377K	Hold	17,250	–	–	0.01%	966
2022 Q1	$377K	Buy	+17,250	New	+$384K	0.01%	966
2019 Q1	$278K	Sell	12,800 -79,409	-86%	-$1.68M	0.04%	399
2018 Q4	$1.83M	Sell	92,209 -44,622	-33%	-$895K	0.11%	203
2018 Q3	$2.95M	Buy	136,831 +36,385	+36%	+$792K	0.12%	192
2018 Q2	$2.17M	Buy	100,446 +5,302	+6%	+$118K	0.09%	232
2018 Q1	$2.32M	Hold	95,144	–	–	0.11%	216
2017 Q4	$2.32M	Buy	95,144 +3,586	+4%	+$88.5K	0.11%	216
2017 Q3	$2.26M	Buy	91,558 +746	+0.8%	+$18.3K	0.09%	242
2017 Q2	$2.25M	Buy	90,812 +15,549	+21%	+$374K	0.1%	235
2017 Q1	$1.75M	Buy	75,263 +5,542	+8%	+$128K	0.08%	283
2016 Q4	$1.58M	Buy	69,721 +3,328	+5%	+$73.7K	0.08%	285
2016 Q3	$1.55M	Buy	66,393 +6,164	+10%	+$144K	0.08%	264
2016 Q2	$1.42M	Buy	60,229 +47,429	+371%	+$1.08M	0.08%	272
2016 Q1	$278K	Sell	12,800 -12,380	-49%	-$266K	0.04%	399
2015 Q4	$536K	Buy	+25,180	New	+$542K	0.04%	480

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

IFP Advisors's FPF Position: Q2 2026 in Review

IFP Advisors reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 96% in Q2 2026, selling an estimated $90.1K and leaving 207 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

IFP Advisors first reported a position in FPF in Q4 2015 and has held it in 32 quarters since. The position peaked at $2.95M in Q3 2018. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

IFP Advisors held 207 shares of First Trust Intermediate Duration Preferred & Income Fund worth $3.76K as of Q2 2026.
IFP Advisors sold 4,972 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $90.1K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3944 holding.
IFP Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2015 and has held it in 32 quarters since.
IFP Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.95M in Q3 2018.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.