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 Q3	$424K	Sell	26,479 -6,500	-20%	-$114K	0.05%	312
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

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

SeaCrest Wealth Management's FPF Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 20% in Q3 2026, selling an estimated $114K and leaving 26,479 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #312.

SeaCrest Wealth Management first reported a position in FPF in Q4 2017 and has held it in 13 quarters since. The position peaked at $599K in Q2 2026. 29 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

SeaCrest Wealth Management held 26,479 shares of First Trust Intermediate Duration Preferred & Income Fund worth $424K as of Q3 2026.
SeaCrest Wealth Management sold 6,500 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2026, an estimated $114K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.05% of SeaCrest Wealth Management's portfolio in Q3 2026, its #312 holding.
SeaCrest Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2017 and has held it in 13 quarters since.
SeaCrest Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $599K in Q2 2026.
29 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.