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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return