Sowell Financial Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sowell Financial Services’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	$634K	Sell	34,880 -1,508	-4%	-$27.3K	0.02%	578
2026 Q1	$642K	Hold	36,388	–	–	0.02%	563
2025 Q4	$678K	Hold	36,388	–	–	0.02%	554
2025 Q3	$697K	Hold	36,388	–	–	0.03%	534
2025 Q2	$685K	Hold	36,388	–	–	0.03%	523
2025 Q1	$669K	Hold	36,388	–	–	0.03%	513
2024 Q4	$655K	Hold	36,388	–	–	0.03%	381
2024 Q3	$711K	Hold	36,388	–	–	0.03%	404
2024 Q2	$668K	Hold	36,388	–	–	0.03%	394
2024 Q1	$652K	Sell	36,388 -572	-2%	-$9.9K	0.03%	416
2023 Q4	$608K	Sell	36,960 -8,574	-19%	-$130K	0.03%	408
2023 Q3	$678K	Sell	45,534 -7,024	-13%	-$107K	0.04%	364
2023 Q2	$815K	Buy	52,558 +122	+0.2%	+$1.87K	0.05%	388
2023 Q1	$827K	Buy	52,436 +4,926	+10%	+$86.3K	0.06%	331
2022 Q4	$807K	Sell	47,510 -500	-1%	-$8.37K	0.05%	348
2022 Q3	$796K	Buy	48,010 +20,103	+72%	+$380K	0.08%	257
2022 Q2	$521K	Sell	27,907 -13	-0%	-$254	0.05%	222
2022 Q1	$521K	Sell	27,920 -5	-0%	-$111	0.09%	133
2021 Q4	$689K	Sell	27,925 -1	-0%	-$25	0.04%	388
2021 Q3	$699K	Buy	27,926 +2,077	+8%	+$53.2K	0.05%	350
2021 Q2	$649K	Sell	25,849 -5	-0%	-$123	0.04%	381
2021 Q1	$635K	Sell	25,854 -5,706	-18%	-$134K	0.02%	553
2020 Q4	$759K	Buy	31,560 +4	+0%	+$90	0.03%	395
2020 Q3	$678K	Sell	31,556 -1,708	-5%	-$37.1K	0.03%	389
2020 Q2	$709K	Sell	33,264 -6	-0%	-$121	0.04%	359
2020 Q1	$594K	Buy	33,270 +11,536	+53%	+$257K	0.04%	352
2019 Q4	$513K	Buy	21,734 +13	+0.1%	+$309	0.04%	443
2019 Q3	$513K	Buy	+21,721	New	+$504K	0.04%	412
2019 Q1	$497K	Sell	22,796 -87	-0.4%	-$1.84K	0.06%	325
2018 Q4	$453K	Buy	22,883 +3,351	+17%	+$67.2K	0.06%	292
2018 Q3	$421K	Buy	19,532 +57	+0.3%	+$1.24K	0.06%	222
2018 Q2	$424K	Hold	19,475	–	–	0.09%	189
2018 Q1	$436K	Sell	19,475 -1,000	-5%	-$23.3K	0.11%	169
2017 Q4	$482K	Buy	20,475 +12,124	+145%	+$299K	0.12%	163
2017 Q3	$206K	Hold	8,351	–	–	0.05%	231
2017 Q2	$206K	Hold	8,351	–	–	0.06%	235
2017 Q1	$202K	Buy	8,351 +2,100	+34%	+$48.7K	0.06%	236
2016 Q4	$146K	Buy	+6,251	New	+$138K	0.05%	226

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

Sowell Financial Services's FPF Position: Q2 2026 in Review

Sowell Financial Services reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 4.1% in Q2 2026, selling an estimated $27.3K and leaving 34,880 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #578.

Sowell Financial Services first reported a position in FPF in Q4 2016 and has held it in 38 quarters since. The position peaked at $827K in Q1 2023. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Sowell Financial Services held 34,880 shares of First Trust Intermediate Duration Preferred & Income Fund worth $634K as of Q2 2026.
Sowell Financial Services sold 1,508 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $27.3K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #578 holding.
Sowell Financial Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2016 and has held it in 38 quarters since.
Sowell Financial Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $827K in Q1 2023.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.