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Oliver Lagore Vanvalin Investment Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$15 Buy
+1
New +$18 ﹤0.01% 656
2024
Q4 		$14 Hold
1
– – ﹤0.01% 683
2024
Q3 		$15 Sell
1
-83
-99% -$1.54K ﹤0.01% 678
2024
Q2 		$1.54K Buy
84
+83
+8,300% +$1.46K ﹤0.01% 619
2024
Q1 		$13 Buy
+1
New +$17 ﹤0.01% 727

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FPF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FPF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FPF in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.54K in Q2 2024. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1 share of First Trust Intermediate Duration Preferred & Income Fund worth $15 as of Q2 2025.
  • First Trust Intermediate Duration Preferred & Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #656 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2024 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.54K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.