RDA Financial Network’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

RDA Financial Network’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	$504K	Sell	27,739 -530	-2%	-$9.61K	0.11%	161
2026 Q1	$498K	Buy	28,269 +420	+2%	+$7.83K	0.12%	154
2025 Q4	$519K	Sell	27,849 -305	-1%	-$5.71K	0.13%	150
2025 Q3	$539K	Sell	28,154 -1,014	-3%	-$19.3K	0.13%	144
2025 Q2	$549K	Sell	29,168 -1,000	-3%	-$17.8K	0.15%	136
2025 Q1	$555K	Sell	30,168 -85	-0.3%	-$1.57K	0.17%	129
2024 Q4	$545K	Sell	30,253 -1,309	-4%	-$24.6K	0.16%	129
2024 Q3	$616K	Buy	31,562 +193	+0.6%	+$3.58K	0.19%	123
2024 Q2	$576K	Sell	31,369 -347	-1%	-$6.09K	0.19%	124
2024 Q1	$568K	Sell	31,716 -255	-0.8%	-$4.42K	0.19%	123
2023 Q4	$521K	Buy	31,971 +332	+1%	+$5.03K	0.2%	124
2023 Q3	$471K	Sell	31,639 -800	-2%	-$12.2K	0.2%	116
2023 Q2	$503K	Buy	32,439 +1,600	+5%	+$24.5K	0.21%	110
2023 Q1	$487K	Hold	30,839	–	–	0.22%	107
2022 Q4	$520K	Sell	30,839 -54	-0.2%	-$904	0.26%	92
2022 Q3	$512K	Buy	30,893 +1,284	+4%	+$24.3K	0.28%	93
2022 Q2	$553K	Buy	29,609 +660	+2%	+$12.9K	0.28%	94
2022 Q1	$637K	Sell	28,949 -416	-1%	-$9.26K	0.27%	96
2021 Q4	$721K	Sell	29,365 -1,754	-6%	-$43.7K	0.29%	87
2021 Q3	$779K	Sell	31,119 -242	-0.8%	-$6.2K	0.34%	73
2021 Q2	$787K	Sell	31,361 -354	-1%	-$8.73K	0.35%	73
2021 Q1	$760K	Buy	31,715 +99	+0.3%	+$2.32K	0.33%	83
2020 Q4	$760K	Sell	31,616 -390	-1%	-$8.75K	0.34%	78
2020 Q3	$688K	Buy	32,006 +1,217	+4%	+$26.5K	0.31%	84
2020 Q2	$656K	Buy	30,789 +409	+1%	+$8.23K	0.33%	79
2020 Q1	$542K	Buy	30,380 +576	+2%	+$12.8K	0.33%	79
2019 Q4	$719K	Buy	29,804 +509	+2%	+$12.1K	0.29%	90
2019 Q3	$704K	Buy	29,295 +2,575	+10%	+$59.8K	0.3%	88
2019 Q2	$614K	Buy	26,720 +1,849	+7%	+$41.2K	0.28%	91
2019 Q1	$557K	Buy	+24,871	New	+$528K	0.26%	94

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

RDA Financial Network's FPF Position: Q2 2026 in Review

RDA Financial Network reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 1.9% in Q2 2026, selling an estimated $9.61K and leaving 27,739 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #161.

RDA Financial Network first reported a position in FPF in Q1 2019 and has held it in 30 quarters since. The position peaked at $787K in Q2 2021. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

RDA Financial Network held 27,739 shares of First Trust Intermediate Duration Preferred & Income Fund worth $504K as of Q2 2026.
RDA Financial Network sold 530 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $9.61K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.11% of RDA Financial Network's portfolio in Q2 2026, its #161 holding.
RDA Financial Network first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's First Trust Intermediate Duration Preferred & Income Fund position peaked at $787K in Q2 2021.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.