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Choice Wealth Advisors LLC → FPF

Choice Wealth Advisors LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
18
Latest value
$452K
Q3 2026
Peak value
$11.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.4M
Q3 2025$9.5M
Q3 2025$333K
Q3 2025$7.5M
Q4 2025$2.4M
Q4 2025$9.4M
Q4 2025$313K
Q4 2025$6.9M
Q1 2026$2.3M
Q1 2026$9.1M
Q1 2026$275K
Q1 2026$8.4M
Q2 2026$2.5M
Q2 2026$11.1M
Q2 2026$394K
Q3 2026$2.4M
Q3 2026$11.4M
Q3 2026$452K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$452K4.4K——
Q3 2026$11.4M51.6K——
Q3 2026$2.4M40.1K——
Q2 2026$394K4.4K——
Q2 2026$11.1M51.2K——
Q2 2026$2.5M40.5K——
Q1 2026$8.4M291.8K——
Q1 2026$275K4.4K——
Q1 2026$9.1M57.4K——
Q1 2026$2.3M40.4K——
Q4 2025$6.9M296.1K——
Q4 2025$313K4.4K——
Q4 2025$9.4M55.9K——
Q4 2025$2.4M40.1K——
Q3 2025$7.5M289.3K——
Q3 2025$333K4.4K——
Q3 2025$9.5M56.4K——
Q3 2025$2.4M40.1K——

Other funds holding FPF

Other Choice Wealth Advisors LLC positions

STT-PG

SPDR SERIES TRUST

$33.6M
STT-PG

SPDR SERIES TRUST

$33.1M
BTCW

WISDOMTREE TR

$32.7M
BTCW

WISDOMTREE TR

$31.6M
STT-PG

SPDR SERIES TRUST

$30.7M
STT-PG

SPDR SERIES TRUST

$30.4M
STT-PG

SPDR SERIES TRUST

$29.7M
BTCW

WISDOMTREE TR

$28.9M