IAA
FPF

Independent Advisor Alliance’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Independent Advisor Alliance’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
-11,177
Closed -$197K – 1249
2026
Q1 		$197K Buy
+11,177
New +$208K ﹤0.01% 1506
2025
Q1 		– Sell
-14,781
Closed -$266K – 989
2024
Q4 		$266K Buy
+14,781
New +$278K ﹤0.01% 1181

Other funds holding FPF

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Invesco
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
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

Independent Advisor Alliance's FPF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 11,177 shares — an estimated $197K sold.

Independent Advisor Alliance first reported a position in FPF in Q4 2024 and held it in 2 quarters. The position peaked at $266K in Q4 2024. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,177 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $197K.
  • Independent Advisor Alliance first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Intermediate Duration Preferred & Income Fund position peaked at $266K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.