MWM
FPF

Maridea Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Maridea Wealth Management’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 		$206K Buy
+11,313
New +$205K 0.02% 527

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Maridea Wealth Management's FPF Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026: 11,313 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #527 among its holdings.

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

  • Maridea Wealth Management held 11,313 shares of First Trust Intermediate Duration Preferred & Income Fund worth $206K as of Q2 2026.
  • First Trust Intermediate Duration Preferred & Income Fund was a new Maridea Wealth Management position in Q2 2026.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #527 holding.
  • 118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.