Pinnacle Wealth Planning Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Pinnacle Wealth Planning Services’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	$65.7K	Buy	3,618 +145	+4%	+$2.63K	0.01%	1103
2026 Q1	$61.2K	Buy	3,473 +596	+21%	+$11.1K	0.01%	1080
2025 Q4	$53.6K	Buy	+2,877	New	+$53.8K	0.01%	1151
2021 Q4	–	Sell	-8,263	Closed	-$207K	–	439
2021 Q3	$207K	Sell	8,263 -391	-5%	-$10K	0.05%	324
2021 Q2	$217K	Sell	8,654 -415	-5%	-$10.2K	0.05%	303
2021 Q1	$217K	Sell	9,069 -729	-7%	-$17.1K	0.06%	281
2020 Q4	$236K	Buy	9,798 +227	+2%	+$5.09K	0.06%	247
2020 Q3	$206K	Sell	9,571 -1,117	-10%	-$24.3K	0.07%	231
2020 Q2	$228K	Buy	+10,688	New	+$215K	0.07%	200
2020 Q1	–	Sell	-9,300	Closed	-$219K	–	247
2019 Q4	$219K	Buy	+9,300	New	+$221K	0.1%	196

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

Pinnacle Wealth Planning Services's FPF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 4.2% in Q2 2026, buying an estimated $2.63K and bringing the position to 3,618 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #1103.

Pinnacle Wealth Planning Services first reported a position in FPF in Q4 2019 and has held it in 10 quarters since. The position peaked at $236K in Q4 2020. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Pinnacle Wealth Planning Services held 3,618 shares of First Trust Intermediate Duration Preferred & Income Fund worth $65.7K as of Q2 2026.
Pinnacle Wealth Planning Services bought 145 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $2.63K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1103 holding.
Pinnacle Wealth Planning Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $236K in Q4 2020.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.