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

Stifel Financial’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 Q1	$3.17M	Buy	179,609 +11,666	+7%	+$217K	﹤0.01%	1635
2025 Q4	$3.13M	Buy	167,943 +6,315	+4%	+$118K	﹤0.01%	1610
2025 Q3	$3.1M	Buy	161,628 +18,412	+13%	+$351K	﹤0.01%	1586
2025 Q2	$2.7M	Buy	143,216 +63,847	+80%	+$1.14M	﹤0.01%	1630
2025 Q1	$1.46M	Buy	79,369 +17,558	+28%	+$325K	﹤0.01%	1982
2024 Q4	$1.11M	Buy	61,811 +4,013	+7%	+$75.4K	﹤0.01%	2185
2024 Q3	$1.13M	Sell	57,798 -14,279	-20%	-$265K	﹤0.01%	2151
2024 Q2	$1.32M	Buy	72,077 +3,079	+4%	+$54K	﹤0.01%	1989
2024 Q1	$1.24M	Buy	68,998 +1,316	+2%	+$22.8K	﹤0.01%	2053
2023 Q4	$1.1M	Buy	67,682 +15,749	+30%	+$239K	﹤0.01%	2083
2023 Q3	$774K	Buy	51,933 +1,395	+3%	+$21.3K	﹤0.01%	2221
2023 Q2	$784K	Sell	50,538 -4,538	-8%	-$69.5K	﹤0.01%	2232
2023 Q1	$869K	Buy	55,076 +3,727	+7%	+$65.3K	﹤0.01%	2152
2022 Q4	$866K	Sell	51,349 -30,710	-37%	-$514K	﹤0.01%	2104
2022 Q3	$1.36M	Buy	82,059 +3,469	+4%	+$65.6K	﹤0.01%	1744
2022 Q2	$1.47M	Sell	78,590 -519	-0.7%	-$10.2K	﹤0.01%	1717
2022 Q1	$1.74M	Buy	79,109 +4,616	+6%	+$103K	﹤0.01%	1721
2021 Q4	$1.83M	Buy	74,493 +1,152	+2%	+$28.7K	﹤0.01%	1689
2021 Q3	$1.83M	Buy	73,341 +17,721	+32%	+$454K	﹤0.01%	1640
2021 Q2	$1.4M	Buy	55,620 +2,044	+4%	+$50.4K	﹤0.01%	1853
2021 Q1	$1.28M	Sell	53,576 -37,515	-41%	-$880K	﹤0.01%	1833
2020 Q4	$2.19M	Sell	91,091 -3,744	-4%	-$84K	﹤0.01%	1333
2020 Q3	$2.04M	Sell	94,835 -798	-0.8%	-$17.4K	﹤0.01%	1203
2020 Q2	$2.04M	Sell	95,633 -125,457	-57%	-$2.52M	﹤0.01%	1142
2020 Q1	$3.94M	Buy	221,090 +93,137	+73%	+$2.07M	0.01%	744
2019 Q4	$2.99M	Sell	127,953 -10,881	-8%	-$259K	0.01%	1104
2019 Q3	$3.25M	Sell	138,834 -153,451	-53%	-$3.56M	0.01%	1027
2019 Q2	$6.65M	Buy	292,285 +6,970	+2%	+$155K	0.02%	733
2019 Q1	$6.22M	Buy	285,315 +7,095	+3%	+$150K	0.02%	712
2018 Q4	$5.51M	Buy	278,220 +237,541	+584%	+$4.76M	0.02%	723
2018 Q3	$874K	Buy	40,679 +8,413	+26%	+$183K	﹤0.01%	1766
2018 Q2	$698K	Buy	32,266 +2,721	+9%	+$60.4K	﹤0.01%	1843
2018 Q1	$689K	Buy	29,545 +3,914	+15%	+$91.4K	﹤0.01%	1787
2017 Q4	$625K	Buy	25,631 +1,776	+7%	+$43.9K	﹤0.01%	1785
2017 Q3	$592K	Sell	23,855 -3,705	-13%	-$90.9K	﹤0.01%	1784
2017 Q2	$684K	Buy	27,560 +4,326	+19%	+$104K	﹤0.01%	1695
2017 Q1	$541K	Sell	23,234 -52,050	-69%	-$1.21M	﹤0.01%	1773
2016 Q4	$1.71M	Sell	75,284 -8,398	-10%	-$186K	0.01%	1096
2016 Q3	$1.95M	Sell	83,682 -4,041	-5%	-$94.6K	0.01%	1007
2016 Q2	$2.07M	Buy	87,723 +9,319	+12%	+$213K	0.01%	983
2016 Q1	$1.77M	Buy	+78,404	New	+$1.69M	0.01%	973
2015 Q3	–	Sell	-9,749	Closed	-$210K	–	2294
2015 Q2	$210K	Buy	+9,749	New	+$218K	﹤0.01%	2141
2014 Q4	–	Sell	-39,800	Closed	-$864K	–	2372
2014 Q3	$864K	Buy	39,800 +2,100	+6%	+$46.4K	0.01%	1210
2014 Q2	$862K	Buy	37,700 +6,300	+20%	+$142K	0.01%	1196
2014 Q1	$695K	Buy	+31,400	New	+$678K	0.01%	1247

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Stifel Financial's FPF Position: Q1 2026 in Review

Stifel Financial increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 6.9% in Q1 2026, buying an estimated $217K and bringing the position to 179,609 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Stifel Financial first reported a position in FPF in Q1 2014 and has held it in 45 quarters since. The position peaked at $6.65M in Q2 2019. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Stifel Financial held 179,609 shares of First Trust Intermediate Duration Preferred & Income Fund worth $3.17M as of Q1 2026.
Stifel Financial bought 11,666 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $217K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1635 holding.
Stifel Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2014 and has held it in 45 quarters since.
Stifel Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $6.65M in Q2 2019.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.