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 Q3	$7.2K	Hold	450	–	–	﹤0.01%	1419
2026 Q2	$8.12K	Hold	450	–	–	﹤0.01%	1672
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	$6.7K	Hold	450	–	–	﹤0.01%	543
2023 Q3	$6.7K	Buy	+450	New	+$6.87K	﹤0.01%	541

Other funds holding FPF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Peak Planning Group Centennial, Colorado $459M AUM 26.45% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Salomon & Ludwin's FPF Position: Q3 2026 in Review

Salomon & Ludwin held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2026 at 450 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Salomon & Ludwin first reported a position in FPF in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.79K in Q3 2024. 107 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

Salomon & Ludwin held 450 shares of First Trust Intermediate Duration Preferred & Income Fund worth $7.2K as of Q3 2026.
Salomon & Ludwin left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q3 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1419 holding.
Salomon & Ludwin first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's First Trust Intermediate Duration Preferred & Income Fund position peaked at $8.79K in Q3 2024.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.