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 Q2	$1.22K	Hold	67	–	–	﹤0.01%	850
2026 Q1	$1.18K	Buy	+67	New	+$1.25K	﹤0.01%	661
2022 Q3	–	Sell	-2,000	Closed	-$37K	–	923
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 $1.89T 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

Plante Moran Financial Advisors's FPF Position: Q2 2026 in Review

Plante Moran Financial Advisors held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 67 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Plante Moran Financial Advisors first reported a position in FPF in Q3 2014 and has held it in 4 quarters since. The position peaked at $37K in Q2 2022. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Plante Moran Financial Advisors held 67 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.22K as of Q2 2026.
Plante Moran Financial Advisors left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #850 holding.
Plante Moran Financial Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2014 and has held it in 4 quarters since.
Plante Moran Financial Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $37K in Q2 2022.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.