Independent Financial Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Independent Financial Group’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
2023 Q4	–	Sell	-23,475	Closed	-$350K	–	976
2023 Q3	$350K	Sell	23,475 -29,400	-56%	-$449K	0.02%	600
2023 Q2	$820K	Sell	52,875 -1,900	-3%	-$29.1K	0.06%	361
2023 Q1	$864K	Sell	54,775 -3,500	-6%	-$61.3K	0.07%	313
2022 Q4	$983K	Hold	58,275	–	–	0.08%	236
2022 Q3	$966K	Buy	58,275 +11,900	+26%	+$225K	0.09%	231
2022 Q2	$866K	Buy	+46,375	New	+$908K	0.09%	252
2020 Q4	–	Sell	-21,003	Closed	-$451K	–	582
2020 Q3	$451K	Sell	21,003 -1,000	-5%	-$21.7K	0.08%	264
2020 Q2	$469K	Sell	22,003 -685	-3%	-$13.8K	0.1%	232
2020 Q1	$405K	Buy	+22,688	New	+$505K	0.12%	206

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Independent Financial Group's FPF Position: Q4 2023 in Review

Independent Financial Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2023, closing a stake of 23,475 shares — an estimated $350K sold.

Independent Financial Group first reported a position in FPF in Q1 2020 and held it in 9 quarters. The position peaked at $983K in Q4 2022. 118 funds tracked by Wall St. Rank hold FPF as of Q4 2023.

Independent Financial Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 23,475 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2023, an estimated $350K.
Independent Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2020 and held it in 9 quarters.
Independent Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $983K in Q4 2022.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.