Kovack Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Kovack Advisors’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	$298K	Sell	16,511 -1,570	-9%	-$28.5K	0.01%	795
2026 Q1	$319K	Sell	18,081 -1,000	-5%	-$18.6K	0.02%	737
2025 Q4	$356K	Buy	+19,081	New	+$357K	0.02%	707
2025 Q3	–	Sell	-18,356	Closed	-$345K	–	639
2025 Q2	$345K	Buy	+18,356	New	+$328K	0.03%	424

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

Kovack Advisors's FPF Position: Q2 2026 in Review

Kovack Advisors reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 8.7% in Q2 2026, selling an estimated $28.5K and leaving 16,511 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #795.

Kovack Advisors first reported a position in FPF in Q2 2025 and has held it in 4 quarters since. The position peaked at $356K in Q4 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Kovack Advisors held 16,511 shares of First Trust Intermediate Duration Preferred & Income Fund worth $298K as of Q2 2026.
Kovack Advisors sold 1,570 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $28.5K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #795 holding.
Kovack Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2025 and has held it in 4 quarters since.
Kovack Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $356K in Q4 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.