Plante Moran Financial Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Plante Moran Financial Advisors’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	$1.18K	Buy	+67	New	+$1.25K	﹤0.01%	661
2022 Q3	–	Sell	-2,000	Closed	-$37K	–	930
2022 Q2	$37K	Buy	+2,000	New	+$39.1K	0.01%	352
2014 Q4	–	Sell	-241	Closed	-$5K	–	821
2014 Q3	$5K	Buy	+241	New	+$5.32K	﹤0.01%	671

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