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

Lido 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 Q1	$597K	Hold	33,855	–	–	﹤0.01%	1204
2025 Q4	$648K	Hold	33,855	–	–	﹤0.01%	1192
2025 Q3	$648K	Buy	33,855 +9,972	+42%	+$190K	﹤0.01%	1127
2025 Q2	$449K	Sell	23,883 -700	-3%	-$12.5K	﹤0.01%	1147
2025 Q1	$452K	Buy	24,583 +28	+0.1%	+$519	﹤0.01%	1054
2024 Q4	$445K	Buy	24,555 +700	+3%	+$13.1K	﹤0.01%	1046
2024 Q3	$466K	Hold	23,855	–	–	﹤0.01%	980
2024 Q2	$438K	Hold	23,855	–	–	﹤0.01%	971
2024 Q1	$427K	Buy	23,855 +9,143	+62%	+$158K	﹤0.01%	950
2023 Q4	$242K	Buy	+14,712	New	+$223K	﹤0.01%	1130
2022 Q2	–	Sell	-9,364	Closed	-$205K	–	988
2022 Q1	$205K	Sell	9,364 -1	-0%	-$22	﹤0.01%	946
2021 Q4	$229K	Buy	9,365 +1	+0%	+$25	﹤0.01%	916
2021 Q3	$234K	Buy	9,364 +198	+2%	+$5.07K	﹤0.01%	842
2021 Q2	$230K	Hold	9,166	–	–	﹤0.01%	816
2021 Q1	$220K	Hold	9,166	–	–	﹤0.01%	777
2020 Q4	$221K	Sell	9,166 -2,104	-19%	-$47.2K	﹤0.01%	733
2020 Q3	$242K	Hold	11,270	–	–	0.01%	546
2020 Q2	$240K	Sell	11,270 -3,818	-25%	-$76.8K	0.01%	506
2020 Q1	$269K	Buy	+15,088	New	+$336K	0.01%	440

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 $16.5B AUM 19.94% 1-Year Est. Return

Lido Advisors's FPF Position: Q1 2026 in Review

Lido Advisors held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q1 2026 at 33,855 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Lido Advisors first reported a position in FPF in Q1 2020 and has held it in 19 quarters since. The position peaked at $648K in Q4 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Lido Advisors held 33,855 shares of First Trust Intermediate Duration Preferred & Income Fund worth $597K as of Q1 2026.
Lido Advisors left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q1 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1204 holding.
Lido Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2020 and has held it in 19 quarters since.
Lido Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $648K in Q4 2025.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.