WA
FPF

WPG Advisers’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

WPG Advisers’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 		$29K Buy
1,594
+61
+4% +$1.11K 0.02% 448
2026
Q1 		$27K Buy
1,533
+380
+33% +$7.08K 0.02% 411
2025
Q4 		$21.5K Buy
1,153
+242
+27% +$4.53K 0.02% 486
2025
Q3 		$17.4K Buy
911
+90
+11% +$1.72K 0.01% 534
2025
Q2 		$15.5K Sell
821
-240
-23% -$4.28K 0.01% 542
2025
Q1 		$19.5K Buy
1,061
+230
+28% +$4.26K 0.02% 476
2024
Q4 		$15K Buy
+831
New +$15.6K 0.01% 527

Other funds holding FPF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

WPG Advisers's FPF Position: Q2 2026 in Review

WPG Advisers increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 4% in Q2 2026, buying an estimated $1.11K and bringing the position to 1,594 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #448.

WPG Advisers first reported a position in FPF in Q4 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold FPF as of Q2 2026.

  • WPG Advisers held 1,594 shares of First Trust Intermediate Duration Preferred & Income Fund worth $29K as of Q2 2026.
  • WPG Advisers bought 61 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2026, an estimated $1.11K.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #448 holding.
  • WPG Advisers first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.