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Integrity Wealth Partners, LLC → FPF

Integrity Wealth Partners, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
5
Latest value
$601K
Q3 2026
Peak value
$6M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$787K
Q1 2026$4.7M
Q3 2026$852K
Q3 2026$6M
Q3 2026$601K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$601K7.7K——
Q3 2026$6M253.7K——
Q3 2026$852K9.1K——
Q1 2026$4.7M205.8K——
Q1 2026$787K8.5K——

Other funds holding FPF

Other Integrity Wealth Partners, LLC positions

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$6.5M
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$5.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.9M