Jones Financial Companies’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Jones Financial Companies’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	$12K	Buy	667 +531	+390%	+$9.63K	﹤0.01%	3722
2026 Q1	$2.36K	Buy	+136	New	+$2.54K	﹤0.01%	4101
2025 Q4	–	Sell	-88	Closed	-$1.7K	–	4476
2025 Q3	$1.7K	Buy	+88	New	+$1.68K	﹤0.01%	3748
2025 Q2	–	Sell	-100	Closed	-$1.84K	–	4073
2025 Q1	$1.84K	Buy	+100	New	+$1.85K	﹤0.01%	3264

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

Jones Financial Companies's FPF Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 390% in Q2 2026, buying an estimated $9.63K and bringing the position to 667 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

Jones Financial Companies first reported a position in FPF in Q1 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Jones Financial Companies held 667 shares of First Trust Intermediate Duration Preferred & Income Fund worth $12K as of Q2 2026.
Jones Financial Companies bought 531 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $9.63K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3722 holding.
Jones Financial Companies first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.