Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NSIM
FPF
North Star Investment Management’s
First Trust Intermediate Duration Preferred & Income Fund
FPF
Stock Holding History
North Star Investment Management’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
Q1
$18.5K
Hold
1,050
–
–
﹤0.01%
905
2025
Q4
$19.6K
Buy
1,050
+100
+11%
+$1.87K
﹤0.01%
842
2025
Q3
$18.2K
Hold
950
–
–
﹤0.01%
823
2025
Q2
$17.9K
Hold
950
–
–
﹤0.01%
805
2025
Q1
$17.5K
Hold
950
–
–
﹤0.01%
776
2024
Q4
$17.1K
Hold
950
–
–
﹤0.01%
786
2024
Q3
$18.6K
Hold
950
–
–
﹤0.01%
737
2024
Q2
$17.5K
Hold
950
–
–
﹤0.01%
741
2024
Q1
$17K
Hold
950
–
–
﹤0.01%
771
2023
Q4
$15.5K
Buy
950
+200
+27%
+$3.03K
﹤0.01%
761
2023
Q3
$11.2K
Hold
750
–
–
﹤0.01%
810
2023
Q2
$11.6K
Hold
750
–
–
﹤0.01%
827
2023
Q1
$11.8K
Buy
+750
New
+$13.1K
﹤0.01%
844
Other funds holding FPF
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
PPG
Peak Planning Group
Centennial, Colorado
$361M AUM
22.01%
1-Year Est. Return
MOS
MGO One Seven
Beachwood, Ohio
$4.98B AUM
22.72%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close