Rothschild Investment LLC’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Rothschild Investment LLC’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	$42.3K	Buy	2,400 +2,000	+500%	+$37.3K	﹤0.01%	1171
2025 Q4	$7.46K	Hold	400	–	–	﹤0.01%	1696
2025 Q3	$7.66K	Hold	400	–	–	﹤0.01%	1541
2025 Q2	$7.53K	Sell	400 -166,098	-100%	-$2.96M	﹤0.01%	1321
2025 Q1	$3.06M	Sell	166,498 -26,700	-14%	-$495K	0.2%	108
2024 Q4	$3.48M	Sell	193,198 -6,000	-3%	-$113K	0.23%	100
2024 Q3	$3.89M	Sell	199,198 -6,200	-3%	-$115K	0.25%	90
2024 Q2	$3.77M	Sell	205,398 -2,500	-1%	-$43.9K	0.26%	86
2024 Q1	$3.73M	Sell	207,898 -200	-0.1%	-$3.46K	0.27%	87
2023 Q4	$3.39M	Buy	+208,098	New	+$3.15M	0.28%	85

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

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PPG

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rothschild Investment LLC's FPF Position: Q1 2026 in Review

Rothschild Investment LLC increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 500% in Q1 2026, buying an estimated $37.3K and bringing the position to 2,400 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Rothschild Investment LLC first reported a position in FPF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.89M in Q3 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Rothschild Investment LLC held 2,400 shares of First Trust Intermediate Duration Preferred & Income Fund worth $42.3K as of Q1 2026.
Rothschild Investment LLC bought 2,000 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $37.3K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1171 holding.
Rothschild Investment LLC first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3.89M in Q3 2024.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.