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 Q2	$19.1K	Hold	1,050	–	–	﹤0.01%	933
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 $1.89T 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

North Star Investment Management's FPF Position: Q2 2026 in Review

North Star Investment Management held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 1,050 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

North Star Investment Management first reported a position in FPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.6K in Q4 2025. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

North Star Investment Management held 1,050 shares of First Trust Intermediate Duration Preferred & Income Fund worth $19.1K as of Q2 2026.
North Star Investment Management left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #933 holding.
North Star Investment Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and has held it in 14 quarters since.
North Star Investment Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $19.6K in Q4 2025.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.