Thurston Springer Miller Herd & Titak’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-220	Closed	-$4.14K	–	835
2025 Q2	$4.14K	Hold	220	–	–	﹤0.01%	1318
2025 Q1	$4.04K	Hold	220	–	–	﹤0.01%	1322
2024 Q4	$3.96K	Hold	220	–	–	﹤0.01%	1057
2024 Q3	$4.3K	Buy	+220	New	+$4.08K	﹤0.01%	1227

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's FPF Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2025, closing a stake of 220 shares — an estimated $4.14K sold.

Thurston Springer Miller Herd & Titak first reported a position in FPF in Q3 2024 and held it in 4 quarters. The position peaked at $4.3K in Q3 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 220 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2025, an estimated $4.14K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2024 and held it in 4 quarters.
Thurston Springer Miller Herd & Titak's First Trust Intermediate Duration Preferred & Income Fund position peaked at $4.3K in Q3 2024.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.