Janney Montgomery Scott’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Janney Montgomery Scott’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	$788K	Sell	44,701 -4,950	-10%	-$92.2K	﹤0.01%	1789
2025 Q4	$925K	Buy	49,651 +2,095	+4%	+$39.2K	﹤0.01%	1779
2025 Q3	$911K	Buy	47,556 +34,855	+274%	+$664K	﹤0.01%	1760
2025 Q2	$239K	Sell	12,701 -3,243	-20%	-$57.9K	﹤0.01%	2473
2025 Q1	$293K	Buy	15,944 +5,078	+47%	+$94.1K	﹤0.01%	2315
2024 Q4	$196K	Sell	10,866 -9,970	-48%	-$187K	﹤0.01%	2558
2024 Q3	$407K	Buy	20,836 +400	+2%	+$7.42K	﹤0.01%	2101
2024 Q2	$375K	Sell	20,436 -3,700	-15%	-$64.9K	﹤0.01%	2084
2024 Q1	$433K	Sell	24,136 -250	-1%	-$4.33K	﹤0.01%	2102
2023 Q4	$398K	Buy	24,386 +3,550	+17%	+$53.8K	﹤0.01%	2057
2023 Q3	$310K	Buy	20,836 +2,050	+11%	+$31.3K	﹤0.01%	2116
2023 Q2	$291K	Sell	18,786 -1,170	-6%	-$17.9K	﹤0.01%	2240
2023 Q1	$315K	Buy	19,956 +920	+5%	+$16.1K	﹤0.01%	2015
2022 Q4	$321K	Sell	19,036 -1,639	-8%	-$27.4K	﹤0.01%	2073
2022 Q3	$343K	Sell	20,675 -504	-2%	-$9.53K	﹤0.01%	1913
2022 Q2	$386K	Sell	21,179 -6,515	-24%	-$127K	﹤0.01%	1753
2022 Q1	$609K	Sell	27,694 -3,063	-10%	-$68.2K	﹤0.01%	1516
2021 Q4	$755K	Buy	30,757 +9,478	+45%	+$236K	﹤0.01%	1496
2021 Q3	$532K	Sell	21,279 -1,890	-8%	-$48.4K	﹤0.01%	1622
2021 Q2	$582K	Buy	23,169 +5,606	+32%	+$138K	﹤0.01%	1546
2021 Q1	$421K	Sell	17,563 -1,588	-8%	-$37.3K	﹤0.01%	1657
2020 Q4	$461K	Buy	19,151 +1,312	+7%	+$29.4K	﹤0.01%	1619
2020 Q3	$383K	Buy	17,839 +800	+5%	+$17.4K	﹤0.01%	1566
2020 Q2	$363K	Sell	17,039 -3,411	-17%	-$68.6K	﹤0.01%	1518
2020 Q1	$365K	Sell	20,450 -1,347	-6%	-$30K	﹤0.01%	1390
2019 Q4	$514K	Buy	21,797 +3,039	+16%	+$72.3K	﹤0.01%	1408
2019 Q3	$443K	Sell	18,758 -2,832	-13%	-$65.7K	﹤0.01%	1455
2019 Q2	$491K	Sell	21,590 -34,226	-61%	-$762K	﹤0.01%	1440
2019 Q1	$1.22M	Sell	55,816 -11,591	-17%	-$246K	0.01%	920
2018 Q4	$1.33M	Buy	67,407 +1,795	+3%	+$36K	0.01%	798
2018 Q3	$1.42M	Buy	65,612 +19,591	+43%	+$426K	0.01%	844
2018 Q2	$994K	Buy	46,021 +308	+0.7%	+$6.83K	0.01%	984
2018 Q1	$1.06M	Buy	45,713 +4,738	+12%	+$111K	0.01%	930
2017 Q4	$999K	Sell	40,975 -2,604	-6%	-$64.3K	0.01%	940
2017 Q3	$1.08M	Buy	43,579 +31,437	+259%	+$772K	0.01%	886
2017 Q2	$301K	Buy	12,142 +1,414	+13%	+$34K	﹤0.01%	1441
2017 Q1	$249K	Sell	10,728 -1,774	-14%	-$41.1K	﹤0.01%	1510
2016 Q4	$284K	Sell	12,502 -1,091	-8%	-$24.2K	﹤0.01%	1374
2016 Q3	$317K	Buy	+13,593	New	+$318K	0.01%	1166
2016 Q2	–	Sell	-16,310	Closed	-$368K	–	854
2016 Q1	$368K	Sell	16,310 -5,376	-25%	-$116K	0.01%	880
2015 Q4	$461K	Buy	21,686 +7,461	+52%	+$161K	0.01%	849
2015 Q3	$305K	Buy	14,225 +200	+1%	+$4.33K	0.01%	1053
2015 Q2	$302K	Buy	14,025 +2,000	+17%	+$44.7K	0.01%	1503
2015 Q1	$270K	Buy	+12,025	New	+$269K	0.01%	1848

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Janney Montgomery Scott's FPF Position: Q1 2026 in Review

Janney Montgomery Scott reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 10% in Q1 2026, selling an estimated $92.2K and leaving 44,701 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Janney Montgomery Scott first reported a position in FPF in Q1 2015 and has held it in 44 quarters since. The position peaked at $1.42M in Q3 2018. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Janney Montgomery Scott held 44,701 shares of First Trust Intermediate Duration Preferred & Income Fund worth $788K as of Q1 2026.
Janney Montgomery Scott sold 4,950 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $92.2K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1789 holding.
Janney Montgomery Scott first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2015 and has held it in 44 quarters since.
Janney Montgomery Scott's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.42M in Q3 2018.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.