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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.2K Buy
784
+34
+5% +$616 ﹤0.01% 357
2026
Q1
$14.4K Buy
+750
New +$14K 0.01% 276

Other funds holding FPF

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

Mosley Wealth Management increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 4.5% in Q2 2026, buying an estimated $616 and bringing the position to 784 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Mosley Wealth Management first reported a position in FPF in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.4K in Q1 2026. 77 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • Mosley Wealth Management held 784 shares of First Trust Intermediate Duration Preferred & Income Fund worth $14.2K as of Q2 2026.
  • Mosley Wealth Management bought 34 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $616.
  • First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Mosley Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $14.4K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.