Wilmington Savings Fund Society’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wilmington Savings Fund Society’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 Q1	$20.7K	Hold	1,175	–	–	﹤0.01%	1067
2025 Q4	$21.9K	Hold	1,175	–	–	﹤0.01%	1054
2025 Q3	$22.5K	Hold	1,175	–	–	﹤0.01%	1050
2025 Q2	$22.1K	Hold	1,175	–	–	﹤0.01%	1441
2025 Q1	$21.6K	Hold	1,175	–	–	﹤0.01%	1442
2024 Q4	$21.1K	Sell	1,175 -600	-34%	-$11.3K	﹤0.01%	1486
2024 Q3	$34.7K	Buy	+1,775	New	+$32.9K	﹤0.01%	1318

Other funds holding FPF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wilmington Savings Fund Society's FPF Position: Q1 2026 in Review

Wilmington Savings Fund Society held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q1 2026 at 1,175 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Wilmington Savings Fund Society first reported a position in FPF in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.7K in Q3 2024. 119 funds tracked by Wall St. Rank hold FPF as of Q1 2026.

Wilmington Savings Fund Society held 1,175 shares of First Trust Intermediate Duration Preferred & Income Fund worth $20.7K as of Q1 2026.
Wilmington Savings Fund Society left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q1 2026.
First Trust Intermediate Duration Preferred & Income Fund made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #1067 holding.
Wilmington Savings Fund Society first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2024 and has held it in 7 quarters since.
Wilmington Savings Fund Society's First Trust Intermediate Duration Preferred & Income Fund position peaked at $34.7K in Q3 2024.
119 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.