LF
FPF

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

LifeSteps Financial’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 		$10.9K Buy
+600
New +$10.9K 0.01% 396

Other funds holding FPF

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM

LifeSteps Financial's FPF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026: 600 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings.

49 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • LifeSteps Financial held 600 shares of First Trust Intermediate Duration Preferred & Income Fund worth $10.9K as of Q2 2026.
  • First Trust Intermediate Duration Preferred & Income Fund was a new LifeSteps Financial position in Q2 2026.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #396 holding.
  • 49 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.