RVW Wealth’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

RVW Wealth’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	$324K	Hold	17,849	–	–	0.02%	142
2026 Q1	$315K	Hold	17,849	–	–	0.02%	137
2025 Q4	$333K	Hold	17,849	–	–	0.03%	134
2025 Q3	$342K	Hold	17,849	–	–	0.03%	133
2025 Q2	$336K	Hold	17,849	–	–	0.03%	131
2025 Q1	$328K	Hold	17,849	–	–	0.03%	121
2024 Q4	$321K	Buy	17,849 +5,149	+41%	+$96.7K	0.03%	119
2024 Q3	$248K	Hold	12,700	–	–	0.02%	132
2024 Q2	$233K	Hold	12,700	–	–	0.02%	132
2024 Q1	$228K	Hold	12,700	–	–	0.02%	134
2023 Q4	$207K	Hold	12,700	–	–	0.02%	137
2023 Q3	$189K	Hold	12,700	–	–	0.02%	144
2023 Q2	$197K	Hold	12,700	–	–	0.02%	149
2023 Q1	$200K	Buy	+12,700	New	+$222K	0.02%	154

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

RVW Wealth's FPF Position: Q2 2026 in Review

RVW Wealth held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 17,849 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #142.

RVW Wealth first reported a position in FPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $342K in Q3 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

RVW Wealth held 17,849 shares of First Trust Intermediate Duration Preferred & Income Fund worth $324K as of Q2 2026.
RVW Wealth left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #142 holding.
RVW Wealth first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and has held it in 14 quarters since.
RVW Wealth's First Trust Intermediate Duration Preferred & Income Fund position peaked at $342K in Q3 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.