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 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	$6.71K	Hold	450	–	–	﹤0.01%	543
2023 Q3	$6.71K	Buy	+450	New	+$6.87K	﹤0.01%	541

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

Salomon & Ludwin's FPF Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 450 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Salomon & Ludwin first reported a position in FPF in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.79K in Q3 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Salomon & Ludwin held 450 shares of First Trust Intermediate Duration Preferred & Income Fund worth $8.12K as of Q2 2026.
Salomon & Ludwin left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1672 holding.
Salomon & Ludwin first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's First Trust Intermediate Duration Preferred & Income Fund position peaked at $8.79K in Q3 2024.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.