Peak Planning Group, LLC
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 2097384
CENTENNIAL, CO
Position in FPF
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,013,090
-$246,127 QoQ
Shares Held
397,793
+2.1% QoQ
Ownership
0.654%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 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 Mar 31, 2026Peak Planning Group, LLC holds $15,411,525 across 4 Asset Management names. FPF ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EAD |
Allspring Income Opportunities Fund
|
1,142,766 | $7,405,123 | |
| 2 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
This page
|
397,793 | $7,013,090 | |
| 3 | RJF |
Raymond James Financial Inc
|
5,140 | $744,220 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
28,897 | $249,092 |
All Filings in FPF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,013,090 | 397,793 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,259,217 | 389,443 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $5,830,108 | 317,026 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $5,417,604 | 300,978 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $5,696,490 | 291,679 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $4,435,454 | 241,451 | Shares | Sole | 2026-05-26 | |
| 2024-03-31 | $3,889,016 | 217,021 | Shares | Sole | 2026-05-26 | |
| 2023-12-31 | $3,260,173 | 199,888 | Shares | Sole | 2026-05-26 | |
| 2023-09-30 | $2,907,437 | 195,130 | Shares | Sole | 2026-05-26 | |
| 2023-06-30 | $2,844,022 | 183,367 | Shares | Sole | 2026-05-26 | |
| 2023-03-31 | $2,747,944 | 174,141 | Shares | Sole | 2026-05-26 | |
| 2022-12-31 | $2,812,836 | 166,736 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $2,706,452 | 163,236 | Shares | Sole | 2026-05-26 | |
| 2022-06-30 | $2,918,245 | 156,223 | Shares | Sole | 2026-05-26 | |
| 2021-12-31 | $3,198,249 | 130,328 | Shares | Sole | 2026-05-26 | |
| 2021-09-30 | $2,988,063 | 119,427 | Shares | Sole | 2026-05-26 | |
| 2021-03-31 | $2,421,824 | 101,120 | Shares | Sole | 2026-06-22 | |
| 2020-12-31 | $2,377,991 | 98,877 | Shares | Sole | 2026-06-03 | |
| 2020-09-30 | $1,892,344 | 88,057 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||