Luminist Capital’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Luminist Capital’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	–	Sell	-386	Closed	-$7.2K	–	164
2025 Q4	$7.2K	Hold	386	–	–	0.01%	154
2025 Q3	$7.33K	Hold	386	–	–	0.01%	205
2025 Q2	$7.22K	Sell	386 -11	-3%	-$196	0.01%	201
2025 Q1	$7.26K	Hold	397	–	–	0.01%	147
2024 Q4	$7.15K	Buy	+397	New	+$7.46K	0.01%	134

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

Luminist Capital's FPF Position: Q1 2026 in Review

Luminist Capital sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2026, closing a stake of 386 shares — an estimated $7.2K sold.

Luminist Capital first reported a position in FPF in Q4 2024 and held it in 5 quarters. The position peaked at $7.33K in Q3 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Luminist Capital reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 386 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $7.2K.
Luminist Capital first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and held it in 5 quarters.
Luminist Capital's First Trust Intermediate Duration Preferred & Income Fund position peaked at $7.33K in Q3 2025.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.