SeaCrest Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

SeaCrest Wealth 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
2026 Q2	$599K	Buy	32,979 +7,600	+30%	+$138K	0.07%	247
2026 Q1	$447K	Buy	25,379 +6,003	+31%	+$112K	0.05%	356
2025 Q4	$362K	Buy	19,376 +2,450	+14%	+$45.8K	0.04%	409
2025 Q3	$317K	Buy	16,926 +3,242	+24%	+$61.8K	0.03%	447
2025 Q2	$258K	Buy	+13,684	New	+$244K	0.03%	500
2022 Q3	–	Sell	-4,477	Closed	-$84K	–	931
2022 Q2	$84K	Buy	+4,477	New	+$87.6K	0.01%	922
2019 Q2	–	Sell	-4,357	Closed	-$95K	–	986
2019 Q1	$95K	Sell	4,357 -1,652	-27%	-$35K	0.02%	704
2018 Q4	$119K	Hold	6,009	–	–	0.02%	594
2018 Q3	$130K	Sell	6,009 -14	-0.2%	-$305	0.02%	660
2018 Q2	$130K	Sell	6,023 -301	-5%	-$6.68K	0.02%	640
2018 Q1	$147K	Sell	6,324 -99	-2%	-$2.31K	0.03%	581
2017 Q4	$157K	Buy	+6,423	New	+$159K	0.03%	571

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

SeaCrest Wealth Management's FPF Position: Q2 2026 in Review

SeaCrest Wealth Management increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 30% in Q2 2026, buying an estimated $138K and bringing the position to 32,979 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #247.

SeaCrest Wealth Management first reported a position in FPF in Q4 2017 and has held it in 12 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

SeaCrest Wealth Management held 32,979 shares of First Trust Intermediate Duration Preferred & Income Fund worth $599K as of Q2 2026.
SeaCrest Wealth Management bought 7,600 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $138K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #247 holding.
SeaCrest Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and has held it in 12 quarters since.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.