Principal Securities’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Principal Securities’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	$1.24M	Sell	68,080 -2,253	-3%	-$40.8K	0.01%	709
2026 Q1	$1.24M	Buy	70,333 +260	+0.4%	+$4.84K	0.02%	655
2025 Q4	$1.31M	Buy	70,073 +347	+0.5%	+$6.49K	0.02%	621
2025 Q3	$1.34M	Buy	69,726 +8	+0%	+$152	0.02%	574
2025 Q2	$1.31M	Buy	69,718 +515	+0.7%	+$9.19K	0.02%	530
2025 Q1	$1.25M	Hold	69,203	–	–	0.03%	478
2024 Q4	$1.25M	Buy	69,203 +5,118	+8%	+$96.1K	0.03%	475
2024 Q3	$1.25M	Buy	64,085 +2,491	+4%	+$46.2K	0.03%	469
2024 Q2	$1.13M	Buy	61,594 +1,732	+3%	+$30.4K	0.03%	450
2024 Q1	$1.07M	Buy	59,862 +13,430	+29%	+$233K	0.03%	438
2023 Q4	$757K	Buy	+46,432	New	+$703K	0.03%	484

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

Principal Securities's FPF Position: Q2 2026 in Review

Principal Securities reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 3.2% in Q2 2026, selling an estimated $40.8K and leaving 68,080 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #709.

Principal Securities first reported a position in FPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Principal Securities held 68,080 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.24M as of Q2 2026.
Principal Securities sold 2,253 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $40.8K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #709 holding.
Principal Securities first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and has held it in 11 quarters since.
Principal Securities's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.34M in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.