MSG
FPF

Main Street Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Main Street 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 		$26.3K Hold
1,450
– – 0.01% 378
2026
Q1 		$25.6K Buy
+1,450
New +$27K 0.01% 382
2025
Q4 		– Sell
-1,450
Closed -$27.8K – 272
2025
Q3 		$27.8K Sell
1,450
-1,425
-50% -$27.2K 0.01% 339
2025
Q2 		$54.1K Hold
2,875
– – 0.02% 225
2025
Q1 		$52.9K Buy
2,875
+1,425
+98% +$26.4K 0.02% 234
2024
Q4 		$26.1K Sell
1,450
-1,425
-50% -$26.8K 0.01% 348
2024
Q3 		$56.1K Hold
2,875
– – 0.02% 221
2024
Q2 		$52.8K Hold
2,875
– – 0.02% 241
2024
Q1 		$51.5K Buy
+2,875
New +$49.8K 0.02% 272

Other funds holding FPF

HWAM
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NWMP
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return