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Guided Capital Wealth Management, LLC → FPF

Guided Capital Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
12
Latest value
$3.9M
Q3 2026
Peak value
$9.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q4 2025$8.2M
Q4 2025$6.1M
Q1 2026$8M
Q1 2026$6.8M
Q1 2026$3.4M
Q2 2026$9.5M
Q2 2026$8.2M
Q2 2026$3.6M
Q3 2026$9.1M
Q3 2026$6.3M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M128.3K——
Q3 2026$6.3M61.1K——
Q3 2026$9.1M116.9K——
Q2 2026$3.6M131.8K——
Q2 2026$8.2M61.4K——
Q2 2026$9.5M117.4K——
Q1 2026$3.4M118.6K——
Q1 2026$6.8M61.4K——
Q1 2026$8M117.1K——
Q4 2025$6.1M61.9K——
Q4 2025$8.2M117.3K——
Q4 2025$1.9M24.0K——

Other funds holding FPF

Other Guided Capital Wealth Management, LLC positions

FFA

FIRST TR EXCHANGE-TRADED FD

$38.2M
FFA

FIRST TR EXCHANGE-TRADED FD

$37.6M
FFA

FIRST TR EXCHANGE-TRADED FD

$33M
BTCW

WISDOMTREE TR

$13.5M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$11M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$10.9M
ETHA

ISHARES TR

$9.9M
COF-PN

CAPITAL GROUP CORE EQUITY ET

$9.8M