SL
FPF

Salomon & Ludwin’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Salomon & Ludwin’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 		$7.98K Hold
450
– – ﹤0.01% 1601
2025
Q4 		$8.41K Hold
450
– – ﹤0.01% 1543
2025
Q3 		$8.5K Hold
450
– – ﹤0.01% 1435
2025
Q2 		$8.47K Hold
450
– – ﹤0.01% 504
2025
Q1 		$8.28K Hold
450
– – ﹤0.01% 472
2024
Q4 		$8.1K Hold
450
– – ﹤0.01% 467
2024
Q3 		$8.79K Hold
450
– – ﹤0.01% 473
2024
Q2 		$8.27K Hold
450
– – ﹤0.01% 468
2024
Q1 		$8.06K Hold
450
– – ﹤0.01% 577
2023
Q4 		$6.71K Hold
450
– – ﹤0.01% 543
2023
Q3 		$6.71K Buy
+450
New +$6.87K ﹤0.01% 541

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return