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

Northwestern Mutual Wealth 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	$5.34K	Hold	303	–	–	﹤0.01%	3289
2025 Q4	$5.65K	Buy	+303	New	+$5.67K	﹤0.01%	3188
2025 Q3	–	Sell	-142	Closed	-$2.67K	–	3891
2025 Q2	$2.67K	Buy	+142	New	+$2.53K	﹤0.01%	3181
2024 Q4	–	Sell	-706	Closed	-$13.8K	–	3701
2024 Q3	$13.8K	Sell	706 -392	-36%	-$7.27K	﹤0.01%	2580
2024 Q2	$20.2K	Buy	+1,098	New	+$19.3K	﹤0.01%	2388
2024 Q1	–	Sell	-8,889	Closed	-$145K	–	3641
2023 Q4	$145K	Sell	8,889 -2,988	-25%	-$45.3K	﹤0.01%	1631
2023 Q3	$177K	Buy	11,877 +3,927	+49%	+$59.9K	﹤0.01%	1499
2023 Q2	$123K	Sell	7,950 -537	-6%	-$8.23K	﹤0.01%	1636
2023 Q1	$134K	Sell	8,487 -4,938	-37%	-$86.5K	﹤0.01%	1586
2022 Q4	$226K	Sell	13,425 -50,103	-79%	-$839K	﹤0.01%	1382
2022 Q3	$1.05M	Sell	63,528 -73,423	-54%	-$1.39M	﹤0.01%	808
2022 Q2	$2.56M	Sell	136,951 -3,281	-2%	-$64.2K	﹤0.01%	564
2022 Q1	$3.08M	Buy	140,232 +44,915	+47%	+$1,000K	﹤0.01%	536
2021 Q4	$2.34M	Buy	95,317 +919	+1%	+$22.9K	﹤0.01%	580
2021 Q3	$2.36M	Buy	94,398 +7,354	+8%	+$188K	﹤0.01%	545
2021 Q2	$2.19M	Sell	87,044 -5,211	-6%	-$129K	﹤0.01%	545
2021 Q1	$2.21M	Buy	92,255 +4,792	+5%	+$112K	﹤0.01%	491
2020 Q4	$2.1M	Sell	87,463 -586	-0.7%	-$13.1K	﹤0.01%	465
2020 Q3	$1.89M	Buy	88,049 +310	+0.4%	+$6.74K	0.01%	437
2020 Q2	$1.87M	Sell	87,739 -845	-1%	-$17K	0.01%	413
2020 Q1	$1.58M	Buy	88,584 +13,032	+17%	+$290K	0.01%	396
2019 Q4	$1.78M	Sell	75,552 -3,222	-4%	-$76.6K	0.01%	414
2019 Q3	$1.86M	Sell	78,774 -8,447	-10%	-$196K	0.01%	389
2019 Q2	$1.98M	Buy	87,221 +6,284	+8%	+$140K	0.01%	378
2019 Q1	$1.76M	Buy	80,937 +185	+0.2%	+$3.92K	0.01%	388
2018 Q4	$1.6M	Sell	80,752 -22,791	-22%	-$457K	0.01%	372
2018 Q3	$2.23M	Sell	103,543 -7,680	-7%	-$167K	0.01%	306
2018 Q2	$2.4M	Buy	111,223 +12,334	+12%	+$274K	0.01%	290
2018 Q1	$2.3M	Buy	98,889 +20,935	+27%	+$489K	0.01%	278
2017 Q4	$1.9M	Buy	77,954 +12,916	+20%	+$319K	0.01%	285
2017 Q3	$1.61M	Buy	65,038 +30,166	+87%	+$740K	0.01%	287
2017 Q2	$865K	Buy	34,872 +20,278	+139%	+$487K	0.01%	373
2017 Q1	$339K	Buy	14,594 +12,783	+706%	+$296K	﹤0.01%	535
2016 Q4	$41K	Buy	+1,811	New	+$40.1K	﹤0.01%	1096
2014 Q2	–	Sell	-400	Closed	-$9K	–	1297
2014 Q1	$9K	Sell	400 -1,143	-74%	-$24.7K	﹤0.01%	891
2013 Q4	$33K	Buy	+1,543	New	+$32.1K	﹤0.01%	684

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $18.1B AUM 24.63% 1-Year Est. Return

Northwestern Mutual Wealth Management's FPF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q1 2026 at 303 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Northwestern Mutual Wealth Management first reported a position in FPF in Q4 2013 and has held it in 36 quarters since. The position peaked at $3.08M in Q1 2022. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Northwestern Mutual Wealth Management held 303 shares of First Trust Intermediate Duration Preferred & Income Fund worth $5.34K as of Q1 2026.
Northwestern Mutual Wealth Management left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q1 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3289 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2013 and has held it in 36 quarters since.
Northwestern Mutual Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3.08M in Q1 2022.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.