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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPG

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

MOS

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

DADC

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

Pinnacle Wealth Planning Services's FPF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 21% in Q1 2026, buying an estimated $11.1K and bringing the position to 3,473 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #1080.

Pinnacle Wealth Planning Services first reported a position in FPF in Q4 2019 and has held it in 9 quarters since. The position peaked at $236K in Q4 2020. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Pinnacle Wealth Planning Services held 3,473 shares of First Trust Intermediate Duration Preferred & Income Fund worth $61.2K as of Q1 2026.
Pinnacle Wealth Planning Services bought 596 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $11.1K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1080 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 9 quarters since.
Pinnacle Wealth Planning Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $236K in Q4 2020.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.