MassMutual Private Wealth & Trust’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q4	–	Sell	-3,809	Closed	-$72.9K	–	2399
2025 Q3	$72.9K	Hold	3,809	–	–	﹤0.01%	683
2025 Q2	$71.7K	Buy	+3,809	New	+$68K	﹤0.01%	687
2021 Q4	–	Sell	-3,500	Closed	-$87.2K	–	1418
2021 Q3	$88K	Buy	+3,500	New	+$89.6K	﹤0.01%	408

Other funds holding FPF

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's FPF Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 3,809 shares — an estimated $72.9K sold.

MassMutual Private Wealth & Trust first reported a position in FPF in Q3 2021 and held it in 3 quarters. The position peaked at $88K in Q3 2021. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 3,809 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $72.9K.
MassMutual Private Wealth & Trust first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2021 and held it in 3 quarters.
MassMutual Private Wealth & Trust's First Trust Intermediate Duration Preferred & Income Fund position peaked at $88K in Q3 2021.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.