Global Retirement Partners, LLC

Pension

Position in FPF — First Trust Intermediate Duration Preferred & Income Fund

CIK 1749744 San Rafael, CA

Position in FPF

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$314,976

+$52,749 QoQ

Shares Held

17,335

+23.2% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#60

of 119 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. FPF ranks #41 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	44,901	$5,283,500
2	BLK	BlackRock, Inc.	5,488	$5,277,041
3	BXSL	Blackstone Secured Lending Fund	103,935	$2,464,298
4	CII	BlackRock Enhanced Large Cap Core Fund, Inc.	64,990	$1,699,488
5	STT	State Street Corp	9,882	$1,675,987
6	APO	Apollo Global Management, Inc.	12,053	$1,425,990
7	ARCC	Ares Capital Corp	75,075	$1,391,139
8	OTF	Blue Owl Technology Finance Corp.	121,264	$1,255,082

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,976	17,335	+23.2%	Shares	Sole	2026-08-06
2025-12-31	$262,227	14,068	+100.8%	Shares	Sole	2026-02-06
2025-09-30	$134,145	7,005	+2.1%	Shares	Sole	2025-10-21
2025-06-30	$129,124	6,861	+4.4%	Shares	Sole	2025-08-12
2024-12-31	$118,242	6,569	+2.1%	Shares	Sole	2025-01-31
2024-09-30	$125,636	6,433	+23.6%	Shares	Sole	2024-10-16
2024-06-30	$95,634	5,206	+2.2%	Shares	Sole	2024-07-23
2024-03-31	$91,248	5,092	+1.5%	Shares	Sole	2024-04-23
2023-12-31	$81,810	5,016	+3.0%	Shares	Sole	2024-01-18
2023-09-30	$72,592	4,872	+2.0%	Shares	Sole	2023-10-13
2023-06-30	$74,075	4,776	+1.3%	Shares	Sole	2023-07-20
2023-03-31	$74,371	4,713	+2.4%	Shares	Sole	2023-05-08
2022-12-31	$77,618	4,601	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$75,339	4,544	+2.5%	Shares	Sole	2022-11-03
2022-06-30	$82,827	4,434	+0.7%	Shares	Sole	2022-07-15
2022-03-31	$96,865	4,405	+2.9%	Shares	Sole	2022-07-14
2021-12-31	$105,055	4,281	+1.4%	Shares	Sole	2022-01-21
2021-09-30	$105,584	4,220	+1.4%	Shares	Sole	2021-10-22
2021-06-30	$104,507	4,162	+1.5%	Shares	Sole	2021-07-15
2021-03-31	$98,218	4,101	+1.5%	Shares	Sole	2021-04-14
2020-12-31	$97,137	4,039	+1.6%	Shares	Sole	2021-01-13
2020-09-30	$85,401	3,974	+1.7%	Shares	Sole	2020-10-09
2020-06-30	$83,258	3,907	+1.9%	Shares	Sole	2020-07-13
2020-03-31	$68,398	3,834	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.