NewEdge Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

NewEdge Advisors’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	$1.58M	Buy	86,756 +3,986	+5%	+$72.3K	﹤0.01%	1353
2026 Q1	$1.46M	Buy	82,770 +529	+0.6%	+$9.86K	0.01%	1273
2025 Q4	$1.53M	Sell	82,241 -21,513	-21%	-$403K	0.01%	1207
2025 Q3	$1.99M	Buy	103,754 +9,714	+10%	+$185K	0.01%	1018
2025 Q2	$1.77M	Buy	94,040 +35,004	+59%	+$625K	0.01%	997
2025 Q1	$1.09M	Buy	59,036 +26,527	+82%	+$492K	0.01%	1147
2024 Q4	$585K	Buy	32,509 +3,679	+13%	+$69.1K	﹤0.01%	1446
2024 Q3	$563K	Buy	28,830 +3,112	+12%	+$57.7K	﹤0.01%	1407
2024 Q2	$472K	Buy	25,718 +1,034	+4%	+$18.1K	﹤0.01%	1452
2024 Q1	$442K	Buy	24,684 +15,152	+159%	+$262K	﹤0.01%	1421
2023 Q4	$155K	Hold	9,532	–	–	﹤0.01%	1791
2023 Q3	$142K	Sell	9,532 -16,377	-63%	-$250K	﹤0.01%	1728
2023 Q2	$402K	Sell	25,909 -200	-0.8%	-$3.06K	﹤0.01%	1297
2023 Q1	$403K	Sell	26,109 -1,421	-5%	-$24.9K	0.01%	1207
2022 Q4	$254K	Buy	27,530 +2,533	+10%	+$42.4K	0.01%	1082
2022 Q3	$414K	Sell	24,997 -3,897	-13%	-$73.7K	0.01%	1061
2022 Q2	$540K	Sell	28,894 -1,078	-4%	-$21.1K	0.01%	946
2022 Q1	$659K	Buy	29,972 +6,987	+30%	+$156K	0.01%	770
2021 Q4	$564K	Buy	22,985 +8,927	+64%	+$222K	0.01%	1013
2021 Q3	$352K	Buy	+14,058	New	+$360K	0.01%	850

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

NewEdge Advisors's FPF Position: Q2 2026 in Review

NewEdge Advisors increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 4.8% in Q2 2026, buying an estimated $72.3K and bringing the position to 86,756 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

NewEdge Advisors first reported a position in FPF in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.99M in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

NewEdge Advisors held 86,756 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.58M as of Q2 2026.
NewEdge Advisors bought 3,986 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $72.3K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1353 holding.
NewEdge Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2021 and has held it in 20 quarters since.
NewEdge Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.99M in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.