Wedbush Securities’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wedbush 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	$873K	Buy	48,069 +5,514	+13%	+$100K	0.02%	526
2026 Q1	$750K	Buy	+42,555	New	+$793K	0.02%	551
2025 Q1	–	Sell	-10,013	Closed	-$180K	–	1134
2024 Q4	$180K	Buy	+10,013	New	+$188K	0.01%	1046
2022 Q4	–	Sell	-12,860	Closed	-$213K	–	1075
2022 Q3	$213K	Buy	12,860 +11	+0.1%	+$208	0.01%	867
2022 Q2	$240K	Sell	12,849 -4,823	-27%	-$94.4K	0.01%	843
2022 Q1	$389K	Buy	17,672 +115	+0.7%	+$2.56K	0.02%	680
2021 Q4	$431K	Buy	17,557 +509	+3%	+$12.7K	0.02%	697
2021 Q3	$427K	Buy	17,048 +538	+3%	+$13.8K	0.02%	679
2021 Q2	$415K	Buy	16,510 +3,319	+25%	+$81.9K	0.02%	695
2021 Q1	$316K	Buy	+13,191	New	+$309K	0.02%	793
2018 Q4	–	Sell	-12,822	Closed	-$276K	–	870
2018 Q3	$276K	Buy	12,822 +638	+5%	+$13.9K	0.03%	625
2018 Q2	$263K	Buy	12,184 +87	+0.7%	+$1.93K	0.03%	605
2018 Q1	$281K	Buy	12,097 +710	+6%	+$16.6K	0.04%	553
2017 Q4	$277K	Sell	11,387 -588	-5%	-$14.5K	0.03%	582
2017 Q3	$296K	Sell	11,975 -613	-5%	-$15K	0.04%	558
2017 Q2	$312K	Buy	12,588 +1,503	+14%	+$36.1K	0.04%	528
2017 Q1	$258K	Sell	11,085 -1,959	-15%	-$45.4K	0.04%	591
2016 Q4	$296K	Sell	13,044 -4,018	-24%	-$89K	0.04%	508
2016 Q3	$398K	Buy	+17,062	New	+$399K	0.06%	398

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

Wedbush Securities's FPF Position: Q2 2026 in Review

Wedbush Securities increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 13% in Q2 2026, buying an estimated $100K and bringing the position to 48,069 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #526.

Wedbush Securities first reported a position in FPF in Q3 2016 and has held it in 19 quarters since. 118 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

Wedbush Securities held 48,069 shares of First Trust Intermediate Duration Preferred & Income Fund worth $873K as of Q2 2026.
Wedbush Securities bought 5,514 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $100K.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #526 holding.
Wedbush Securities first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2016 and has held it in 19 quarters since.
118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.