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Buska Wealth Management, LLC → FPF

Buska Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
9
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$377K
Q4 2025$305K
Q1 2026$587K
Q1 2026$769K
Q2 2026$1.7M
Q2 2026$205K
Q2 2026$3.2M
Q3 2026$881K
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M191.8K——
Q3 2026$881K21.2K——
Q2 2026$3.2M107.4K——
Q2 2026$205K2.3K——
Q2 2026$1.7M38.2K——
Q1 2026$769K30.1K——
Q1 2026$587K13.1K——
Q4 2025$305K4.3K——
Q3 2025$377K5.0K——

Other funds holding FPF

Other Buska Wealth Management, LLC positions

ETHA

ISHARES TR

$55.5M
ETHA

ISHARES TR

$44.5M
BX

VANGUARD SPECIALIZED FUNDS

$43.6M
STT-PG

SPDR SERIES TRUST

$40.9M
ETHA

ISHARES TR

$36.6M
ETHA

ISHARES TR

$36.4M
VGES

VANGUARD WHITEHALL FDS

$35.2M
BX

VANGUARD SPECIALIZED FUNDS

$35M