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

Truist 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 Q2	$902K	Buy	49,662 +37,860	+321%	+$686K	﹤0.01%	1842
2026 Q1	$208K	Buy	11,802 +1,687	+17%	+$31.4K	﹤0.01%	2632
2025 Q4	$189K	Sell	10,115 -5,321	-34%	-$99.6K	﹤0.01%	2621
2025 Q3	$296K	Sell	15,436 -1,293	-8%	-$24.6K	﹤0.01%	2326
2025 Q2	$315K	Sell	16,729 -850	-5%	-$15.2K	﹤0.01%	2190
2025 Q1	$323K	Sell	17,579 -11,809	-40%	-$219K	﹤0.01%	2103
2024 Q4	$529K	Sell	29,388 -16,861	-36%	-$317K	﹤0.01%	1844
2024 Q3	$903K	Sell	46,249 -4,754	-9%	-$88.2K	﹤0.01%	1580
2024 Q2	$937K	Sell	51,003 -10,881	-18%	-$191K	﹤0.01%	1639
2024 Q1	$1.11M	Sell	61,884 -6	-0%	-$104	﹤0.01%	1559
2023 Q4	$1.01M	Sell	61,890 -12,883	-17%	-$195K	﹤0.01%	1586
2023 Q3	$1.11M	Sell	74,773 -6,038	-7%	-$92.2K	﹤0.01%	1513
2023 Q2	$1.25M	Sell	80,811 -1,081	-1%	-$16.6K	﹤0.01%	1478
2023 Q1	$1.29M	Sell	81,892 -1,874	-2%	-$32.8K	﹤0.01%	1440
2022 Q4	$1.41M	Buy	83,766 +4,368	+6%	+$73.1K	﹤0.01%	1387
2022 Q3	$1.32M	Sell	79,398 -7,930	-9%	-$150K	﹤0.01%	1375
2022 Q2	$1.63M	Buy	87,328 +465	+0.5%	+$9.1K	﹤0.01%	1320
2022 Q1	$1.91M	Sell	86,863 -2,461	-3%	-$54.8K	﹤0.01%	1315
2021 Q4	$2.19M	Sell	89,324 -5,742	-6%	-$143K	﹤0.01%	1258
2021 Q3	$2.38M	Sell	95,066 -6,795	-7%	-$174K	﹤0.01%	1192
2021 Q2	$2.56M	Buy	101,861 +11,104	+12%	+$274K	﹤0.01%	1159
2021 Q1	$2.17M	Sell	90,757 -1,519	-2%	-$35.6K	﹤0.01%	1198
2020 Q4	$2.22M	Buy	92,276 +713	+0.8%	+$16K	﹤0.01%	1130
2020 Q3	$1.97M	Sell	91,563 -4,375	-5%	-$95.1K	﹤0.01%	1071
2020 Q2	$2.04M	Buy	95,938 +73	+0.1%	+$1.47K	﹤0.01%	1016
2020 Q1	$1.71M	Sell	95,865 -5,881	-6%	-$131K	﹤0.01%	1044
2019 Q4	$2.4M	Buy	+101,746	New	+$2.42M	﹤0.01%	1048

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial's FPF Position: Q2 2026 in Review

Truist Financial increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 321% in Q2 2026, buying an estimated $686K and bringing the position to 49,662 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Truist Financial first reported a position in FPF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q2 2021. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Truist Financial held 49,662 shares of First Trust Intermediate Duration Preferred & Income Fund worth $902K as of Q2 2026.
Truist Financial bought 37,860 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $686K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1842 holding.
Truist Financial first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and has held it in 27 quarters since.
Truist Financial's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.56M in Q2 2021.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.