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Equibles

Peak Planning Group, LLC

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

CIK 2097384 CENTENNIAL, CO
Back to FPF Full portfolio

Position in FPF

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$7,278,702
+$265,612 QoQ
Shares Held
400,589
+0.7% QoQ
Ownership
0.658%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#7
of 119 holders
Holding Since
Sep 2020
20 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, 2026

Peak Planning Group, LLC holds $15,245,210 across 4 Asset Management names. FPF ranks #1 (47.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FPF
First Trust Intermediate Duration Preferred & Income Fund
This page 		400,589 $7,278,702
2 EAD
Allspring Income Opportunities Fund
 1,090,407 $7,087,645
3 RJF
Raymond James Financial Inc
 4,247 $645,671
4 BDJ
BlackRock Enhanced Equity Dividend Trust
 24,367 $233,192

All Filings in FPF

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,278,702 400,589
2026-03-31 $7,013,090 397,793
2025-12-31 $7,259,217 389,443
2025-03-31 $5,830,108 317,026
2024-12-31 $5,417,604 300,978
2024-09-30 $5,696,490 291,679
2024-06-30 $4,435,454 241,451
2024-03-31 $3,889,016 217,021
2023-12-31 $3,260,173 199,888
2023-09-30 $2,907,437 195,130
2023-06-30 $2,844,022 183,367
2023-03-31 $2,747,944 174,141
2022-12-31 $2,812,836 166,736
2022-09-30 $2,706,452 163,236
2022-06-30 $2,918,245 156,223
2021-12-31 $3,198,249 130,328
2021-09-30 $2,988,063 119,427
2021-03-31 $2,421,824 101,120
2020-12-31 $2,377,991 98,877
2020-09-30 $1,892,344 88,057