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Echo Wealth Management, LLC → FPF

Echo Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
19
Latest value
$1.6M
Q3 2026
Peak value
$9.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.8M
Q3 2025$953K
Q3 2025$1.4M
Q4 2025$431K
Q4 2025$8.8M
Q4 2025$908K
Q4 2025$1.4M
Q1 2026$334K
Q1 2026$7.8M
Q1 2026$1.1M
Q1 2026$1.3M
Q2 2026$442K
Q2 2026$9.7M
Q2 2026$1.4M
Q2 2026$1.4M
Q3 2026$386K
Q3 2026$9.6M
Q3 2026$2M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M52.7K——
Q3 2026$2M53.5K——
Q3 2026$9.6M345.5K——
Q3 2026$386K3.3K——
Q2 2026$1.4M47.6K——
Q2 2026$1.4M39.4K——
Q2 2026$9.7M330.9K——
Q2 2026$442K3.5K——
Q1 2026$1.3M47.7K——
Q1 2026$1.1M32.8K——
Q1 2026$7.8M307.2K——
Q1 2026$334K3.4K——
Q4 2025$1.4M49.5K——
Q4 2025$908K26.5K——
Q4 2025$8.8M335.2K——
Q4 2025$431K4.5K——
Q3 2025$1.4M50.1K——
Q3 2025$953K28.5K——
Q3 2025$8.8M340.3K——

Other funds holding FPF

Other Echo Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$23.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$21.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.3M
QCOM

PACER FDS TR

$7.5M
STT-PG

SPDR SERIES TRUST

$6.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$6.2M