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 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 $1.66T 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