PVI
FPF

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

Pine Valley 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 		$698K Sell
38,399
-700
-2% -$12.7K 0.03% 350
2026
Q1 		$689K Hold
39,099
– – 0.03% 339
2025
Q4 		$733K Sell
39,099
-1,501
-4% -$28.1K 0.03% 314
2025
Q3 		$777K Sell
40,600
-522
-1% -$9.95K 0.04% 296
2025
Q2 		$774K Sell
41,122
-178
-0.4% -$3.18K 0.04% 295
2025
Q1 		$760K Sell
41,300
-1,400
-3% -$25.9K 0.05% 286
2024
Q4 		$774K Buy
42,700
+7,100
+20% +$133K 0.05% 277
2024
Q3 		$695K Buy
+35,600
New +$660K 0.04% 279

Other funds holding FPF

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pine Valley Investments's FPF Position: Q2 2026 in Review

Pine Valley Investments reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 1.8% in Q2 2026, selling an estimated $12.7K and leaving 38,399 shares worth $698K. The position accounts for 0.03% of the portfolio, ranked #350.

Pine Valley Investments first reported a position in FPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $777K in Q3 2025. 68 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • Pine Valley Investments held 38,399 shares of First Trust Intermediate Duration Preferred & Income Fund worth $698K as of Q2 2026.
  • Pine Valley Investments sold 700 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $12.7K.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #350 holding.
  • Pine Valley Investments first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2024 and has held it in 8 quarters since.
  • Pine Valley Investments's First Trust Intermediate Duration Preferred & Income Fund position peaked at $777K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.