Wilmington Savings Fund Society
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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
Q2 		$21.4K Hold
1,175
– – ﹤0.01% 1070
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
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
MGO One Seven
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wilmington Savings Fund Society's FPF Position: Q2 2026 in Review

Wilmington Savings Fund Society held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q2 2026 at 1,175 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Wilmington Savings Fund Society first reported a position in FPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.7K in Q3 2024. 120 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • Wilmington Savings Fund Society held 1,175 shares of First Trust Intermediate Duration Preferred & Income Fund worth $21.4K as of Q2 2026.
  • Wilmington Savings Fund Society 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 Wilmington Savings Fund Society's portfolio in Q2 2026, its #1070 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 8 quarters since.
  • Wilmington Savings Fund Society's First Trust Intermediate Duration Preferred & Income Fund position peaked at $34.7K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.