WhitTier Trust Company’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

WhitTier Trust Company’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	$2.55K	Hold	141	–	–	﹤0.01%	1271
2026 Q1	$2.51K	Buy	+141	New	+$2.63K	﹤0.01%	1243
2023 Q2	–	Sell	-500	Closed	-$7.89K	–	1178
2023 Q1	$7.89K	Hold	500	–	–	﹤0.01%	978
2022 Q4	$8.43K	Sell	500 -1,006	-67%	-$16.8K	﹤0.01%	966
2022 Q3	$25K	Buy	1,506 +500	+50%	+$9.46K	﹤0.01%	778
2022 Q2	$19K	Buy	+1,006	New	+$19.7K	﹤0.01%	819

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

WhitTier Trust Company's FPF Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 141 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

WhitTier Trust Company first reported a position in FPF in Q2 2022 and has held it in 6 quarters since. The position peaked at $25K in Q3 2022. 119 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

WhitTier Trust Company held 141 shares of First Trust Intermediate Duration Preferred & Income Fund worth $2.55K as of Q2 2026.
WhitTier Trust Company left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q2 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1271 holding.
WhitTier Trust Company first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2022 and has held it in 6 quarters since.
WhitTier Trust Company's First Trust Intermediate Duration Preferred & Income Fund position peaked at $25K in Q3 2022.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.