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

Magnus Financial Group’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	$796K	Buy	43,831 +894	+2%	+$16.2K	0.06%	184
2026 Q1	$757K	Sell	42,937 -9,936	-19%	-$185K	0.06%	176
2025 Q4	$986K	Buy	52,873 +3,713	+8%	+$69.5K	0.08%	176
2025 Q3	$941K	Buy	49,160 +16,912	+52%	+$322K	0.07%	174
2025 Q2	$607K	Sell	32,248 -106,303	-77%	-$1.9M	0.05%	204
2025 Q1	$2.55M	Buy	138,551 +6,778	+5%	+$126K	0.25%	82
2024 Q4	$2.37M	Buy	131,773 +3,127	+2%	+$58.7K	0.23%	86
2024 Q3	$2.51M	Sell	128,646 -22,821	-15%	-$423K	0.26%	77
2024 Q2	$2.78M	Buy	151,467 +1,805	+1%	+$31.7K	0.31%	68
2024 Q1	$2.68M	Buy	149,662 +34,066	+29%	+$590K	0.32%	62
2023 Q4	$1.89M	Buy	+115,596	New	+$1.75M	0.25%	73
2022 Q3	–	Sell	-85,079	Closed	-$1.59M	–	269
2022 Q2	$1.59M	Sell	85,079 -2,717	-3%	-$53.2K	0.29%	66
2022 Q1	$1.93M	Buy	87,796 +45,729	+109%	+$1.02M	0.32%	61
2021 Q4	$1.03M	Buy	42,067 +157	+0.4%	+$3.91K	0.2%	81
2021 Q3	$1.05M	Buy	41,910 +31	+0.1%	+$794	0.22%	66
2021 Q2	$1.05M	Sell	41,879 -1,668	-4%	-$41.2K	0.23%	69
2021 Q1	$1.04M	Sell	43,547 -4,367	-9%	-$102K	0.25%	59
2020 Q4	$1.15M	Buy	47,914 +5,500	+13%	+$123K	0.11%	67
2020 Q3	$911K	Hold	42,414	–	–	0.11%	74
2020 Q2	$904K	Buy	42,414 +4,600	+12%	+$92.5K	0.1%	85
2020 Q1	$675K	Buy	+37,814	New	+$842K	0.09%	109

Other funds holding FPF

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Magnus Financial Group's FPF Position: Q2 2026 in Review

Magnus Financial Group increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 2.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 43,831 shares worth $796K. The position accounts for 0.06% of the portfolio, ranked #184.

Magnus Financial Group first reported a position in FPF in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.78M in Q2 2024. 34 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Magnus Financial Group held 43,831 shares of First Trust Intermediate Duration Preferred & Income Fund worth $796K as of Q2 2026.
Magnus Financial Group bought 894 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $16.2K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #184 holding.
Magnus Financial Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2020 and has held it in 21 quarters since.
Magnus Financial Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.78M in Q2 2024.
34 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.