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

Spire 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	$136K	Sell	7,458 -1,000	-12%	-$18.1K	﹤0.01%	896
2026 Q1	$149K	Buy	8,458 +1,000	+13%	+$18.6K	0.01%	867
2025 Q4	$139K	Sell	7,458 -145	-2%	-$2.71K	﹤0.01%	896
2025 Q3	$146K	Sell	7,603 -3	-0%	-$57	0.01%	876
2025 Q2	$143K	Sell	7,606 -1,764	-19%	-$31.5K	0.01%	856
2025 Q1	$172K	Buy	9,370 +970	+12%	+$18K	0.01%	858
2024 Q4	$151K	Sell	8,400 -1,025	-11%	-$19.3K	﹤0.01%	899
2024 Q3	$184K	Buy	9,425 +1,000	+12%	+$18.6K	0.01%	750
2024 Q2	$155K	Sell	8,425 -836	-9%	-$14.7K	0.01%	779
2024 Q1	$166K	Buy	9,261 +583	+7%	+$10.1K	﹤0.01%	827
2023 Q4	$146K	Sell	8,678 -1,900	-18%	-$28.8K	﹤0.01%	867
2023 Q3	$158K	Hold	10,578	–	–	0.01%	784
2023 Q2	$164K	Hold	10,578	–	–	0.01%	785
2023 Q1	$167K	Buy	10,578 +230	+2%	+$4.03K	0.01%	790
2022 Q4	$175K	Sell	10,348 -14,075	-58%	-$236K	0.01%	589
2022 Q3	$405K	Sell	24,423 -746	-3%	-$14.1K	0.02%	373
2022 Q2	$470K	Sell	25,169 -2,980	-11%	-$58.3K	0.02%	495
2022 Q1	$619K	Sell	28,149 -2,760	-9%	-$61.4K	0.02%	513
2021 Q4	$759K	Sell	30,909 -2,027	-6%	-$50.5K	0.02%	564
2021 Q3	$824K	Buy	32,936 +3,570	+12%	+$91.4K	0.02%	457
2021 Q2	$737K	Sell	29,366 -49	-0.2%	-$1.21K	0.02%	501
2021 Q1	$704K	Buy	+29,415	New	+$690K	0.02%	558

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

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

Spire Wealth Management reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 12% in Q2 2026, selling an estimated $18.1K and leaving 7,458 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Spire Wealth Management first reported a position in FPF in Q1 2021 and has held it in 22 quarters since. The position peaked at $824K in Q3 2021. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Spire Wealth Management held 7,458 shares of First Trust Intermediate Duration Preferred & Income Fund worth $136K as of Q2 2026.
Spire Wealth Management sold 1,000 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $18.1K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #896 holding.
Spire Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $824K in Q3 2021.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.