Integrated Wealth Concepts’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Integrated Wealth Concepts’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	$380K	Buy	20,914 +344	+2%	+$6.24K	﹤0.01%	1841
2026 Q1	$363K	Buy	20,570 +2,786	+16%	+$51.9K	﹤0.01%	1736
2025 Q4	$331K	Sell	17,784 -3,489	-16%	-$65.3K	﹤0.01%	1278
2025 Q3	$407K	Sell	21,273 -1,364	-6%	-$26K	﹤0.01%	1460
2025 Q2	$426K	Buy	+22,637	New	+$404K	﹤0.01%	1364

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

Integrated Wealth Concepts's FPF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 1.7% in Q2 2026, buying an estimated $6.24K and bringing the position to 20,914 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Integrated Wealth Concepts first reported a position in FPF in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q2 2025. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Integrated Wealth Concepts held 20,914 shares of First Trust Intermediate Duration Preferred & Income Fund worth $380K as of Q2 2026.
Integrated Wealth Concepts bought 344 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $6.24K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1841 holding.
Integrated Wealth Concepts first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's First Trust Intermediate Duration Preferred & Income Fund position peaked at $426K in Q2 2025.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.