SOA Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
Other funds holding FPF
SIA
PPG
MOS
DADC
SOA Wealth Advisors's FPF Position: Q2 2026 in Review
SOA Wealth Advisors increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 2.3% in Q2 2026, buying an estimated $308 and bringing the position to 770 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #560.
SOA Wealth Advisors first reported a position in FPF in Q4 2020 and has held it in 23 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.
- SOA Wealth Advisors held 770 shares of First Trust Intermediate Duration Preferred & Income Fund worth $14K as of Q2 2026.
- SOA Wealth Advisors bought 17 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $308.
- First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #560 holding.
- SOA Wealth Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2020 and has held it in 23 quarters since.
- 118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.