Polar Asset Management Partners’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Polar Asset Management Partners’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
2025 Q2	–	Sell	-47,115	Closed	-$866K	–	644
2025 Q1	$866K	Sell	47,115 -61,478	-57%	-$1.14M	0.02%	316
2024 Q4	$1.95M	Buy	+108,593	New	+$2.04M	0.02%	351

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SIA

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Polar Asset Management Partners's FPF Position: Q2 2025 in Review

Polar Asset Management Partners sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025, closing a stake of 47,115 shares — an estimated $866K sold.

Polar Asset Management Partners first reported a position in FPF in Q4 2024 and held it in 2 quarters. The position peaked at $1.95M in Q4 2024. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

Polar Asset Management Partners reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
Polar Asset Management Partners sold 47,115 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $866K.
Polar Asset Management Partners first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and held it in 2 quarters.
Polar Asset Management Partners's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.95M in Q4 2024.
112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Polar Asset Management Partners's 13F filing for Q2 2025, filed 14 Aug 2025.