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

Integrity 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	$270K	Buy	14,847 +461	+3%	+$8.36K	0.01%	702
2026 Q1	$254K	Hold	14,386	–	–	0.01%	638
2025 Q4	$268K	Sell	14,386 -700	-5%	-$13.1K	0.01%	639
2025 Q3	$289K	Sell	15,086 -500	-3%	-$9.53K	0.01%	447
2025 Q2	$293K	Sell	15,586 -10	-0.1%	-$178	0.02%	391
2025 Q1	$287K	Buy	+15,596	New	+$289K	0.01%	497

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

Integrity Alliance's FPF Position: Q2 2026 in Review

Integrity Alliance increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 3.2% in Q2 2026, buying an estimated $8.36K and bringing the position to 14,847 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #702.

Integrity Alliance first reported a position in FPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q2 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Integrity Alliance held 14,847 shares of First Trust Intermediate Duration Preferred & Income Fund worth $270K as of Q2 2026.
Integrity Alliance bought 461 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $8.36K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Integrity Alliance's portfolio in Q2 2026, its #702 holding.
Integrity Alliance first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's First Trust Intermediate Duration Preferred & Income Fund position peaked at $293K in Q2 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.