Sowell Financial Services LLC
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in FPF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$633,769
-$7,751 QoQ
Shares Held
34,880
-4.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 48 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. FPF ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in FPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,769 | 34,880 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $641,520 | 36,388 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $678,272 | 36,388 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $696,830 | 36,388 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $684,822 | 36,388 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $669,175 | 36,388 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $654,984 | 36,388 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $710,657 | 36,388 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $668,447 | 36,388 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $652,072 | 36,388 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $602,817 | 36,960 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $678,456 | 45,534 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $815,174 | 52,558 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $827,440 | 52,436 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $801,493 | 47,510 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $796,005 | 48,010 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $521,302 | 27,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $613,960 | 27,920 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $685,279 | 27,925 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $698,708 | 27,926 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $649,068 | 25,849 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $619,203 | 25,854 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $759,018 | 31,560 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $678,138 | 31,556 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $708,855 | 33,264 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $593,536 | 33,270 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||