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

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

Wealth Enhancement Advisory Services's FPF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 11% in Q2 2026, buying an estimated $35.1K and bringing the position to 19,131 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Wealth Enhancement Advisory Services first reported a position in FPF in Q3 2025 and has held it in 4 quarters since. The position peaked at $354K in Q4 2025. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Wealth Enhancement Advisory Services held 19,131 shares of First Trust Intermediate Duration Preferred & Income Fund worth $345K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,936 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $35.1K.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3067 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $354K in Q4 2025.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.