UBS AM’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

UBS AM’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	–	Sell	-99	Closed	-$1.75K	–	3785
2026 Q1	$1.75K	Buy	+99	New	+$1.84K	﹤0.01%	3619
2025 Q3	–	Sell	-159	Closed	-$2.99K	–	2395
2025 Q2	$2.99K	Buy	+159	New	+$2.84K	﹤0.01%	2618

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

UBS AM's FPF Position: Q2 2026 in Review

UBS AM sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2026, closing a stake of 99 shares — an estimated $1.75K sold.

UBS AM first reported a position in FPF in Q2 2025 and held it in 2 quarters. The position peaked at $2.99K in Q2 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

UBS AM reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2026 after selling out during the quarter.
UBS AM sold 99 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $1.75K.
UBS AM first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2025 and held it in 2 quarters.
UBS AM's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.99K in Q2 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.