Jeff Yass’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Jeff Yass’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	$258K	Sell	14,181 -8,568	-38%	-$155K	﹤0.01%	11385
2026 Q1	$401K	Buy	22,749 +7,090	+45%	+$132K	﹤0.01%	10208
2025 Q4	$292K	Sell	15,659 -2,541	-14%	-$47.5K	﹤0.01%	10006
2025 Q3	$349K	Buy	+18,200	New	+$347K	﹤0.01%	9775
2025 Q1	–	Sell	-11,481	Closed	-$207K	–	12793
2024 Q4	$207K	Buy	+11,481	New	+$216K	﹤0.01%	10657
2023 Q4	–	Sell	-24,095	Closed	-$359K	–	12655
2023 Q3	$359K	Sell	24,095 -1,169	-5%	-$17.8K	﹤0.01%	8972
2023 Q2	$392K	Buy	25,264 +13,183	+109%	+$202K	﹤0.01%	8881
2023 Q1	$191K	Sell	12,081 -2,114	-15%	-$37K	﹤0.01%	10656
2022 Q4	$239K	Buy	+14,195	New	+$238K	﹤0.01%	9678
2022 Q1	–	Sell	-9,281	Closed	-$228K	–	13311
2021 Q4	$228K	Buy	+9,281	New	+$231K	﹤0.01%	11165
2019 Q1	–	Sell	-13,388	Closed	-$265K	–	9164
2018 Q4	$265K	Buy	+13,388	New	+$268K	﹤0.01%	7224
2016 Q3	–	Sell	-9,365	Closed	-$221K	–	8591
2016 Q2	$221K	Buy	+9,365	New	+$214K	﹤0.01%	7431
2016 Q1	–	Sell	-12,964	Closed	-$276K	–	9221
2015 Q4	$276K	Buy	+12,964	New	+$279K	﹤0.01%	7848

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

Jeff Yass's FPF Position: Q2 2026 in Review

Jeff Yass reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 38% in Q2 2026, selling an estimated $155K and leaving 14,181 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #11385.

Jeff Yass first reported a position in FPF in Q4 2015 and has held it in 13 quarters since. The position peaked at $401K in Q1 2026. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Jeff Yass held 14,181 shares of First Trust Intermediate Duration Preferred & Income Fund worth $258K as of Q2 2026.
Jeff Yass sold 8,568 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $155K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11385 holding.
Jeff Yass first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2015 and has held it in 13 quarters since.
Jeff Yass's First Trust Intermediate Duration Preferred & Income Fund position peaked at $401K in Q1 2026.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.