Back to FPF

INTEGRITY WEALTH ADVISORS, INC. → FPF

INTEGRITY WEALTH ADVISORS, INC. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
22
Latest value
$325K
Q3 2026
Peak value
$38.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$410K
Q3 2025$5.1M
Q3 2025$35.2M
Q3 2025$284K
Q3 2025$38.4M
Q3 2025$248K
Q3 2025$1.5M
Q4 2025$439K
Q4 2025$2.5M
Q4 2025$18.7M
Q4 2025$12.2M
Q4 2025$325K
Q1 2026$594K
Q1 2026$2.5M
Q1 2026$20.7M
Q1 2026$12.3M
Q1 2026$590K
Q3 2026$506K
Q3 2026$2.8M
Q3 2026$23.9M
Q3 2026$6.3M
Q3 2026$325K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$325K6.7K——
Q3 2026$6.3M367.0K——
Q3 2026$23.9M305.9K——
Q3 2026$2.8M27.2K——
Q3 2026$506K17.7K——
Q1 2026$590K11.8K——
Q1 2026$12.3M695.0K——
Q1 2026$20.7M303.5K——
Q1 2026$2.5M40.6K——
Q1 2026$594K18.7K——
Q4 2025$325K6.5K——
Q4 2025$12.2M664.9K——
Q4 2025$18.7M268.5K——
Q4 2025$2.5M35.3K——
Q4 2025$439K18.7K——
Q3 2025$1.5M30.0K——
Q3 2025$248K12.4K——
Q3 2025$38.4M2.13M——
Q3 2025$284K2.9K——
Q3 2025$35.2M539.1K——
Q3 2025$5.1M67.5K——
Q3 2025$410K17.4K——

Other funds holding FPF

Other INTEGRITY WEALTH ADVISORS, INC. positions

GNSS

GENASYS INC

$27.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$16M
GOOGN

ALPHABET INC

$14.6M
STT-PG

SPDR SERIES TRUST

$14.4M
GNSS

GENASYS INC

$11.8M
GNSS

GENASYS INC

$11.7M
GOOGN

ALPHABET INC

$10.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$10.4M