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UHLMANN PRICE SECURITIES’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

UHLMANN PRICE SECURITIES’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 		$213K Buy
11,745
+257
+2% +$4.66K 0.01% 256
2026
Q1 		$203K Buy
11,488
+245
+2% +$4.57K 0.01% 228
2025
Q4 		$210K Buy
11,243
+242
+2% +$4.53K 0.12% 170
2025
Q3 		$211K Buy
11,001
+232
+2% +$4.42K 0.13% 168
2025
Q2 		$203K Buy
10,769
+242
+2% +$4.32K 0.14% 164
2025
Q1 		$194K Buy
10,527
+229
+2% +$4.24K 0.14% 159
2024
Q4 		$185K Buy
10,298
+223
+2% +$4.19K 0.14% 152
2024
Q3 		$197K Buy
+10,075
New +$187K 0.16% 156

Other funds holding FPF

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
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
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

UHLMANN PRICE SECURITIES's FPF Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 2.2% in Q2 2026, buying an estimated $4.66K and bringing the position to 11,745 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #256.

UHLMANN PRICE SECURITIES first reported a position in FPF in Q3 2024 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 11,745 shares of First Trust Intermediate Duration Preferred & Income Fund worth $213K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 257 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $4.66K.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #256 holding.
  • UHLMANN PRICE SECURITIES first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.