Morey & Quinn Wealth Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Morey & Quinn Wealth Partners’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	$240K	Sell	13,192 -1,600	-11%	-$29K	0.15%	123
2026 Q1	$261K	Hold	14,792	–	–	0.19%	111
2025 Q4	$276K	Hold	14,792	–	–	0.2%	109
2025 Q3	$283K	Hold	14,792	–	–	0.21%	105
2025 Q2	$278K	Sell	14,792 -750	-5%	-$13.4K	0.22%	105
2025 Q1	$286K	Hold	15,542	–	–	0.24%	98
2024 Q4	$280K	Buy	+15,542	New	+$292K	0.24%	98

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

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

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 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

Morey & Quinn Wealth Partners's FPF Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 11% in Q2 2026, selling an estimated $29K and leaving 13,192 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #123.

Morey & Quinn Wealth Partners first reported a position in FPF in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q1 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Morey & Quinn Wealth Partners held 13,192 shares of First Trust Intermediate Duration Preferred & Income Fund worth $240K as of Q2 2026.
Morey & Quinn Wealth Partners sold 1,600 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $29K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #123 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $286K in Q1 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.