Security National Bank of Sioux City Iowa’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Security National Bank of Sioux City Iowa’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	$3.65K	Buy	+201	New	+$3.64K	﹤0.01%	272

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

Security National Bank of Sioux City Iowa's FPF Position: Q2 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026: 201 shares worth $3.65K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Security National Bank of Sioux City Iowa held 201 shares of First Trust Intermediate Duration Preferred & Income Fund worth $3.65K as of Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund was a new Security National Bank of Sioux City Iowa position in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Security National Bank of Sioux City Iowa's portfolio in Q2 2026, its #272 holding.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2026, filed 18 Sep 2026.