Stonebridge Advisors (FPF) reports FPF share holdings in annual Form 5 filing
Rhea-AI Filing Summary
Stonebridge Advisors, LLC, an investment sub-advisor and 10% owner of First Trust Intermediate Duration Preferred & Income Fund (FPF), filed an annual statement of changes in beneficial ownership for the fiscal year ended 12/31/2025. The filing shows beneficial ownership of 47,712 common shares held directly and an additional 35,000 common shares held indirectly through the reporting person's spouse. The report confirms Stonebridge’s role as a significant holder of the fund’s common shares and updates its status as a Section 16 reporting officer as of year-end.
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FAQ
What does the Form 5 filing for FPF by Stonebridge Advisors, LLC report?
The Form 5 reports Stonebridge Advisors, LLC as a 10% owner and officer-investment sub-advisor of First Trust Intermediate Duration Preferred & Income Fund (FPF), disclosing its beneficial ownership of the fund’s common shares for the fiscal year ended 12/31/2025.
How many FPF shares does Stonebridge Advisors, LLC directly own?
The filing shows that Stonebridge Advisors, LLC directly owns 47,712 common shares of First Trust Intermediate Duration Preferred & Income Fund.
How many FPF shares are reported as indirectly owned by Stonebridge Advisors, LLC?
The Form 5 reports an additional 35,000 common shares of First Trust Intermediate Duration Preferred & Income Fund indirectly owned by Stonebridge Advisors, LLC through its spouse.
What is Stonebridge Advisors, LLC’s relationship to First Trust Intermediate Duration Preferred & Income Fund (FPF)?
Stonebridge Advisors, LLC is identified as a 10% owner and an officer – investment sub-advisor of First Trust Intermediate Duration Preferred & Income Fund.
What period does this Form 5 for FPF cover?
The Form 5 is an annual statement covering the issuer’s fiscal year ended 12/31/2025 for First Trust Intermediate Duration Preferred & Income Fund.
Did Stonebridge Advisors, LLC’s Section 16 status change in this Form 5 for FPF?
Yes. The remarks state that, effective December 31, 2025, the reporting person is no longer a Section 16 officer for First Trust Intermediate Duration Preferred & Income Fund.