&Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

&Partners’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	$232K	Sell	12,785 -1,251	-9%	-$22.7K	﹤0.01%	2292
2026 Q1	$247K	Buy	14,036 +277	+2%	+$5.16K	﹤0.01%	2109
2025 Q4	$256K	Sell	13,759 -5,940	-30%	-$111K	﹤0.01%	2010
2025 Q3	$377K	Buy	19,699 +3,072	+18%	+$58.5K	﹤0.01%	1626
2025 Q2	$313K	Buy	16,627 +1,893	+13%	+$33.8K	﹤0.01%	1598
2025 Q1	$272K	Buy	14,734 +135	+0.9%	+$2.5K	﹤0.01%	1457
2024 Q4	$265K	Buy	14,599 +429	+3%	+$8.06K	﹤0.01%	1399
2024 Q3	$277K	Buy	+14,170	New	+$263K	0.01%	1139

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

&Partners's FPF Position: Q2 2026 in Review

&Partners reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 8.9% in Q2 2026, selling an estimated $22.7K and leaving 12,785 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

&Partners first reported a position in FPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $377K in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

&Partners held 12,785 shares of First Trust Intermediate Duration Preferred & Income Fund worth $232K as of Q2 2026.
&Partners sold 1,251 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $22.7K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2292 holding.
&Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2024 and has held it in 8 quarters since.
&Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $377K in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.