Prospera Financial Services Inc
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1541625
Dallas, TX
Position in FPF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$935,119
+$115,959 QoQ
Shares Held
51,465
+10.8% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 48 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Prospera Financial Services Inc holds $134,425,085 across 80 Asset Management names. FPF ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
249,715 | $29,383,964 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,340,709 | $25,299,178 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
472,542 | $14,256,592 | |
| 4 | BLK |
BlackRock, Inc.
|
10,338 | $9,940,607 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
476,073 | $4,389,393 | |
| 6 | NXP |
Nuveen Select Tax Free Income Portfolio
|
209,878 | $3,003,354 | |
| 7 | ARCC |
Ares Capital Corp
|
152,696 | $2,829,456 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
88,163 | $2,591,992 |
All Filings in FPF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,119 | 51,465 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $819,160 | 46,464 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $841,279 | 45,133 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $912,018 | 47,625 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $782,535 | 41,580 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $740,252 | 40,253 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $725,256 | 40,292 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $836,333 | 42,823 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $757,615 | 41,242 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $713,216 | 39,800 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $648,257 | 39,746 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $510,488 | 34,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $508,324 | 32,774 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $517,173 | 32,774 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $542,691 | 32,169 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $516,782 | 31,169 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $582,236 | 31,169 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $655,719 | 29,819 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $637,107 | 25,962 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $571,656 | 22,848 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $678,622 | 27,026 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $535,090 | 22,342 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $479,749 | 19,948 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $378,295 | 17,752 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $248,422 | 13,925 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||