Peak Planning Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Peak Planning 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
2026 Q2	$7.28M	Buy	400,589 +2,796	+0.7%	+$50.7K	1.64%	16
2026 Q1	$7.01M	Buy	397,793 +8,350	+2%	+$156K	1.94%	14
2025 Q4	$7.26M	Buy	+389,443	New	+$7.29M	2.04%	13
2025 Q2	–	Sell	-317,026	Closed	-$5.83M	–	103
2025 Q1	$5.83M	Buy	317,026 +16,048	+5%	+$297K	2.45%	9
2024 Q4	$5.42M	Buy	300,978 +9,299	+3%	+$175K	2.26%	10
2024 Q3	$5.7M	Buy	291,679 +50,228	+21%	+$932K	2.5%	9
2024 Q2	$4.44M	Buy	241,451 +24,430	+11%	+$429K	2.18%	10
2024 Q1	$3.89M	Buy	217,021 +17,133	+9%	+$297K	2.44%	9
2023 Q4	$3.26M	Buy	199,888 +4,758	+2%	+$72.1K	2.35%	11
2023 Q3	$2.91M	Buy	195,130 +11,763	+6%	+$180K	2.28%	11
2023 Q2	$2.84M	Buy	183,367 +9,226	+5%	+$141K	2.11%	12
2023 Q1	$2.75M	Buy	174,141 +7,405	+4%	+$130K	2.23%	10
2022 Q4	$2.81M	Buy	166,736 +3,500	+2%	+$58.6K	2.47%	9
2022 Q3	$2.71M	Buy	163,236 +7,013	+4%	+$133K	2.51%	9
2022 Q2	$2.92M	Buy	+156,223	New	+$3.06M	2.45%	9
2021 Q4	$3.2M	Buy	130,328 +10,901	+9%	+$271K	2.36%	9
2021 Q3	$2.99M	Buy	+119,427	New	+$3.06M	2.57%	8
2021 Q1	$2.42M	Buy	101,120 +2,243	+2%	+$52.6K	2.36%	11
2020 Q4	$2.38M	Buy	98,877 +10,820	+12%	+$243K	2.7%	11
2020 Q3	$1.89M	Buy	+88,057	New	+$1.91M	2.65%	11

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Peak Planning Group's FPF Position: Q2 2026 in Review

Peak Planning Group increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 0.7% in Q2 2026, buying an estimated $50.7K and bringing the position to 400,589 shares worth $7.28M. The position accounts for 1.64% of the portfolio, ranked #16.

Peak Planning Group first reported a position in FPF in Q3 2020 and has held it in 20 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Peak Planning Group held 400,589 shares of First Trust Intermediate Duration Preferred & Income Fund worth $7.28M as of Q2 2026.
Peak Planning Group bought 2,796 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $50.7K.
First Trust Intermediate Duration Preferred & Income Fund made up 1.64% of Peak Planning Group's portfolio in Q2 2026, its #16 holding.
Peak Planning Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2020 and has held it in 20 quarters since.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.