Raymond James Financial’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Raymond James Financial’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	$1.7M	Sell	93,669 -1,069	-1%	-$19.4K	﹤0.01%	3610
2026 Q1	$1.67M	Buy	94,738 +7,107	+8%	+$132K	﹤0.01%	3485
2025 Q4	$1.63M	Sell	87,631 -8,766	-9%	-$164K	﹤0.01%	3429
2025 Q3	$1.85M	Sell	96,397 -1,221	-1%	-$23.3K	﹤0.01%	3228
2025 Q2	$1.84M	Sell	97,618 -5,317	-5%	-$94.9K	﹤0.01%	3147
2025 Q1	$1.89M	Buy	102,935 +5,724	+6%	+$106K	﹤0.01%	3024
2024 Q4	$1.75M	Buy	+97,211	New	+$1.83M	﹤0.01%	3062

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

Raymond James Financial's FPF Position: Q2 2026 in Review

Raymond James Financial reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 1.1% in Q2 2026, selling an estimated $19.4K and leaving 93,669 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Raymond James Financial first reported a position in FPF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q1 2025. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Raymond James Financial held 93,669 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.7M as of Q2 2026.
Raymond James Financial sold 1,069 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $19.4K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3610 holding.
Raymond James Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.89M in Q1 2025.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.