SA
FPF

Strategic Advocates’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Strategic Advocates’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 		– Sell
-959
Closed -$18K – 387
2025
Q4 		$18K Buy
959
+16
+2% +$299 ﹤0.01% 303
2025
Q3 		$18.1K Buy
+943
New +$18K ﹤0.01% 298

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Strategic Advocates's FPF Position: Q1 2026 in Review

Strategic Advocates sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2026, closing a stake of 959 shares — an estimated $18K sold.

Strategic Advocates first reported a position in FPF in Q3 2025 and held it in 2 quarters. The position peaked at $18.1K in Q3 2025. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

  • Strategic Advocates reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 959 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2026, an estimated $18K.
  • Strategic Advocates first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's First Trust Intermediate Duration Preferred & Income Fund position peaked at $18.1K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.