Sage Capital Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sage Capital Management’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
2025 Q2	–	Sell	-10,500	Closed	-$193K	–	160
2025 Q1	$193K	Hold	10,500	–	–	0.1%	142
2024 Q4	$189K	Sell	10,500 -5,000	-32%	-$93.9K	0.1%	143
2024 Q3	$303K	Hold	15,500	–	–	0.15%	119
2024 Q2	$285K	Buy	15,500 +2,500	+19%	+$43.9K	0.15%	119
2024 Q1	$233K	Hold	13,000	–	–	0.13%	124
2023 Q4	$212K	Buy	+13,000	New	+$197K	0.13%	128

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Sage Capital Management's FPF Position: Q2 2025 in Review

Sage Capital Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025, closing a stake of 10,500 shares — an estimated $193K sold.

Sage Capital Management first reported a position in FPF in Q4 2023 and held it in 6 quarters. The position peaked at $303K in Q3 2024. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.

Sage Capital Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
Sage Capital Management sold 10,500 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $193K.
Sage Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2023 and held it in 6 quarters.
Sage Capital Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $303K in Q3 2024.
112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.

Based on Sage Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.