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BOYUM WEALTH ARCHITECTS LLC → FPF

BOYUM WEALTH ARCHITECTS LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$2.7M
Q2 2026$2.8M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M67.0K——
Q2 2026$2.8M75.1K——
Q1 2026$2.7M76.2K——
Q4 2025$2.8M81.7K——

Other funds holding FPF

Other BOYUM WEALTH ARCHITECTS LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$45.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$44.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$41.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$37M
IVZ

INVESCO EXCHANGE TRADED FD T

$29.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$28.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$26.8M
ETHA

BLACKROCK ETF TRUST

$23.5M