Kestra Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Kestra Advisory Services’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	$550K	Buy	30,259 +3,362	+12%	+$60.9K	﹤0.01%	2272
2026 Q1	$474K	Sell	26,897 -5,893	-18%	-$110K	﹤0.01%	2262
2025 Q4	$611K	Buy	32,790 +1,542	+5%	+$28.9K	﹤0.01%	1998
2025 Q3	$598K	Buy	31,248 +722	+2%	+$13.8K	﹤0.01%	1938
2025 Q2	$574K	Sell	30,526 -4,818	-14%	-$86K	﹤0.01%	1869
2025 Q1	$650K	Buy	35,344 +2,649	+8%	+$49.1K	﹤0.01%	1652
2024 Q4	$589K	Buy	32,695 +12,990	+66%	+$244K	﹤0.01%	1767
2024 Q3	$385K	Sell	19,705 -3,456	-15%	-$64.1K	﹤0.01%	1933
2024 Q2	$425K	Buy	23,161 +7,275	+46%	+$128K	﹤0.01%	1883
2024 Q1	$285K	Buy	15,886 +172	+1%	+$2.98K	﹤0.01%	2027
2023 Q4	$256K	Sell	15,714 -6,761	-30%	-$102K	﹤0.01%	1948
2023 Q3	$335K	Buy	22,475 +7,946	+55%	+$121K	﹤0.01%	1594
2023 Q2	$225K	Sell	14,529 -450	-3%	-$6.89K	﹤0.01%	1834
2023 Q1	$236K	Sell	14,979 -3,147	-17%	-$55.1K	﹤0.01%	1720
2022 Q4	$306K	Buy	18,126 +2,561	+16%	+$42.9K	﹤0.01%	1736
2022 Q3	$258K	Sell	15,565 -722	-4%	-$13.7K	﹤0.01%	1694
2022 Q2	$304K	Buy	16,287 +2,737	+20%	+$53.6K	﹤0.01%	1617
2022 Q1	$298K	Buy	13,550 +2,276	+20%	+$50.7K	﹤0.01%	1597
2021 Q4	$277K	Sell	11,274 -2,109	-16%	-$52.5K	﹤0.01%	1647
2021 Q3	$335K	Buy	13,383 +671	+5%	+$17.2K	﹤0.01%	1592
2021 Q2	$319K	Sell	12,712 -113	-0.9%	-$2.79K	﹤0.01%	1533
2021 Q1	$307K	Sell	12,825 -3,200	-20%	-$75.1K	﹤0.01%	1450
2020 Q4	$383K	Buy	16,025 +1,385	+9%	+$31.1K	﹤0.01%	1341
2020 Q3	$315K	Buy	+14,640	New	+$318K	0.01%	1092

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

Kestra Advisory Services's FPF Position: Q2 2026 in Review

Kestra Advisory Services increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 12% in Q2 2026, buying an estimated $60.9K and bringing the position to 30,259 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Kestra Advisory Services first reported a position in FPF in Q3 2020 and has held it in 24 quarters since. The position peaked at $650K in Q1 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Kestra Advisory Services held 30,259 shares of First Trust Intermediate Duration Preferred & Income Fund worth $550K as of Q2 2026.
Kestra Advisory Services bought 3,362 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $60.9K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2272 holding.
Kestra Advisory Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $650K in Q1 2025.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.