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

Noble Wealth Management PBC’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	$1.5M	Buy	82,363 +7,246	+10%	+$131K	0.68%	47
2026 Q1	$1.32M	Buy	75,117 +4,510	+6%	+$84K	0.68%	48
2025 Q4	$1.32M	Buy	70,607 +68,607	+3,430%	+$1.28M	0.66%	47
2025 Q3	$38.3K	Buy	+2,000	New	+$38.1K	0.02%	277
2025 Q1	$32.2K	Buy	1,750 +800	+84%	+$14.8K	0.02%	253
2024 Q4	$17.1K	Buy	+950	New	+$17.8K	0.01%	301

Other funds holding FPF

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return