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INSPIRION WEALTH ADVISORS, LLC → FPF

INSPIRION WEALTH ADVISORS, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
38
Latest value
$1M
Q3 2026
Peak value
$20.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$494K
Q4 2025$661K
Q4 2025$2.5M
Q4 2025$2.9M
Q4 2025$788K
Q4 2025$20.4M
Q4 2025$1.6M
Q4 2025$439K
Q4 2025$1M
Q1 2026$2.4M
Q1 2026$675K
Q1 2026$2.4M
Q1 2026$2.6M
Q1 2026$610K
Q1 2026$19.7M
Q1 2026$1.2M
Q1 2026$237K
Q1 2026$1.1M
Q2 2026$2.8M
Q2 2026$575K
Q2 2026$222K
Q2 2026$1.8M
Q2 2026$2.6M
Q2 2026$597K
Q2 2026$20.9M
Q2 2026$1M
Q2 2026$217K
Q2 2026$980K
Q3 2026$2.7M
Q3 2026$555K
Q3 2026$210K
Q3 2026$2M
Q3 2026$2.5M
Q3 2026$581K
Q3 2026$20.7M
Q3 2026$934K
Q3 2026$204K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M52.4K——
Q3 2026$204K8.6K——
Q3 2026$934K22.6K——
Q3 2026$20.7M427.3K——
Q3 2026$581K29.9K——
Q3 2026$2.5M51.4K——
Q3 2026$2M65.4K——
Q3 2026$210K1.2K——
Q3 2026$555K11.8K——
Q3 2026$2.7M142.6K——
Q2 2026$980K48.9K——
Q2 2026$217K8.7K——
Q2 2026$1M23.7K——
Q2 2026$20.9M420.5K——
Q2 2026$597K29.9K——
Q2 2026$2.6M51.5K——
Q2 2026$1.8M65.9K——
Q2 2026$222K1.2K——
Q2 2026$575K11.9K——
Q2 2026$2.8M145.7K——
Q1 2026$1.1M53.9K——
Q1 2026$237K9.6K——
Q1 2026$1.2M27.3K——
Q1 2026$19.7M395.6K——
Q1 2026$610K30.6K——
Q1 2026$2.6M51.9K——
Q1 2026$2.4M84.3K——
Q1 2026$675K14.3K——
Q1 2026$2.4M145.7K——
Q4 2025$1M50.0K——
Q4 2025$439K17.4K——
Q4 2025$1.6M37.0K——
Q4 2025$20.4M408.3K——
Q4 2025$788K39.3K——
Q4 2025$2.9M56.5K——
Q4 2025$2.5M107.6K——
Q4 2025$661K14.3K——
Q4 2025$494K29.0K——

Other funds holding FPF

Other INSPIRION WEALTH ADVISORS, LLC positions

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$103.8M
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$100M
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VANGUARD INDEX FDS

$90.7M
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VANGUARD WHITEHALL FDS

$86.9M
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VANGUARD INDEX FDS

$72.5M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$72M
VGES

VANGUARD WHITEHALL FDS

$72M