Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wealth Enhancement Advisory Services’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	$345K	Buy	19,131 +1,936	+11%	+$35.1K	﹤0.01%	3067
2026 Q1	$305K	Sell	17,195 -1,727	-9%	-$32.2K	﹤0.01%	2760
2025 Q4	$354K	Buy	18,922 +2,578	+16%	+$48.2K	﹤0.01%	2778
2025 Q3	$307K	Buy	+16,344	New	+$311K	﹤0.01%	2775

Other funds holding FPF

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Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return