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BRIGHT FINANCIAL ADVISORS, INC. → FPF

BRIGHT FINANCIAL ADVISORS, INC. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
18
Latest value
$7.7M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$252K
Q3 2025$281K
Q3 2025$226K
Q3 2025$5M
Q4 2025$250K
Q4 2025$279K
Q4 2025$6M
Q1 2026$275K
Q1 2026$234K
Q1 2026$207K
Q1 2026$7.2M
Q2 2026$274K
Q2 2026$288K
Q2 2026$7.9M
Q3 2026$244K
Q3 2026$351K
Q3 2026$221K
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M189.5K——
Q3 2026$221K7.2K——
Q3 2026$351K2.1K——
Q3 2026$244K5.6K——
Q2 2026$7.9M183.3K——
Q2 2026$288K2.1K——
Q2 2026$274K5.6K——
Q1 2026$7.2M182.2K——
Q1 2026$207K7.2K——
Q1 2026$234K2.1K——
Q1 2026$275K5.6K——
Q4 2025$6M156.9K——
Q4 2025$279K2.1K——
Q4 2025$250K5.6K——
Q3 2025$5M131.1K——
Q3 2025$226K8.7K——
Q3 2025$281K2.1K——
Q3 2025$252K5.6K——

Other funds holding FPF

Other BRIGHT FINANCIAL ADVISORS, INC. positions

ETHA

ISHARES TR

$36.7M
ETHA

ISHARES TR

$35.8M
ETHA

ISHARES TR

$35.7M
ETHA

ISHARES TR

$35.4M
ETHA

ISHARES TR

$35.4M
IVZ

INVESCO EXCHANGE TRADED FD T

$25.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$25.6M
GLD

SPDR GOLD TR

$23.8M