SAG
FPF icon

SageView Advisory Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

SageView Advisory Group’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 		– Sell
-285
Closed -$5.31K – 1249
2025
Q4 		$5.31K Buy
+285
New +$5.33K ﹤0.01% 1952

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
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
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

SageView Advisory Group's FPF Position: Q1 2026 in Review

SageView Advisory Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2026, closing a stake of 285 shares — an estimated $5.31K sold.

SageView Advisory Group first reported a position in FPF in Q4 2025 and held it in 1 quarter. The position peaked at $5.31K in Q4 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

  • SageView Advisory Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 285 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $5.31K.
  • SageView Advisory Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $5.31K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.