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

PFG Investments’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	$610K	Sell	33,552 -7,560	-18%	-$137K	0.02%	582
2026 Q1	$725K	Buy	41,112 +1,094	+3%	+$20.4K	0.03%	457
2025 Q4	$746K	Buy	40,018 +4,704	+13%	+$88K	0.04%	427
2025 Q3	$676K	Buy	35,314 +933	+3%	+$17.8K	0.04%	458
2025 Q2	$647K	Sell	34,381 -525	-2%	-$9.37K	0.04%	435
2025 Q1	$642K	Sell	34,906 -2,955	-8%	-$54.8K	0.04%	409
2024 Q4	$682K	Buy	37,861 +3,452	+10%	+$64.8K	0.04%	386
2024 Q3	$672K	Buy	34,409 +2,630	+8%	+$48.8K	0.04%	393
2024 Q2	$584K	Sell	31,779 -157,417	-83%	-$2.76M	0.04%	402
2024 Q1	$3.39M	Buy	+189,196	New	+$3.28M	0.2%	99

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

PFG Investments's FPF Position: Q2 2026 in Review

PFG Investments reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 18% in Q2 2026, selling an estimated $137K and leaving 33,552 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #582.

PFG Investments first reported a position in FPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.39M in Q1 2024. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

PFG Investments held 33,552 shares of First Trust Intermediate Duration Preferred & Income Fund worth $610K as of Q2 2026.
PFG Investments sold 7,560 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $137K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #582 holding.
PFG Investments first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2024 and has held it in 10 quarters since.
PFG Investments's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3.39M in Q1 2024.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.