Inlight Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Inlight Wealth 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
2026 Q1	–	Sell	-253	Closed	-$4.72K	–	104
2025 Q4	$4.72K	Hold	253	–	–	﹤0.01%	184
2025 Q3	$4.84K	Hold	253	–	–	﹤0.01%	194
2025 Q2	$4.76K	Hold	253	–	–	﹤0.01%	193
2025 Q1	$4.65K	Buy	+253	New	+$4.69K	﹤0.01%	204

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Inlight Wealth Management's FPF Position: Q1 2026 in Review

Inlight Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2026, closing a stake of 253 shares — an estimated $4.72K sold.

Inlight Wealth Management first reported a position in FPF in Q1 2025 and held it in 4 quarters. The position peaked at $4.84K in Q3 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Inlight Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
Inlight Wealth Management sold 253 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $4.72K.
Inlight Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and held it in 4 quarters.
Inlight Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4.84K in Q3 2025.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.