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Lake Hills Wealth Management, LLC → FPF

Lake Hills Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
4
Latest value
$6.6M
Q3 2026
Peak value
$7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.6M
Q1 2026$7M
Q2 2026$6M
Q3 2026$6.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.6M231.8K——
Q2 2026$6M227.1K——
Q1 2026$7M220.1K——
Q4 2025$5.6M239.1K——

Other funds holding FPF

Other Lake Hills Wealth Management, LLC positions

BLK

ISHARES TR

$43M
VGES

VANGUARD INDEX FDS

$34.8M
VGES

VANGUARD INDEX FDS

$33.2M
VGES

VANGUARD INDEX FDS

$23.1M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$19.6M
BLK

ISHARES TR

$19M
GLD

SPDR GOLD TR

$17.2M