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Landmark Wealth Management, LLC → FPF

Landmark Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
16
Latest value
$8.6M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.4M
Q4 2025$2.9M
Q4 2025$251K
Q4 2025$6.7M
Q1 2026$3.1M
Q1 2026$3.4M
Q1 2026$207K
Q1 2026$8.2M
Q2 2026$3.3M
Q2 2026$3.7M
Q2 2026$212K
Q2 2026$8.8M
Q3 2026$3.2M
Q3 2026$2.1M
Q3 2026$371K
Q3 2026$8.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.6M208.9K——
Q3 2026$371K8.3K——
Q3 2026$2.1M43.1K——
Q3 2026$3.2M79.1K——
Q2 2026$8.8M202.6K——
Q2 2026$212K4.4K——
Q2 2026$3.7M71.9K——
Q2 2026$3.3M76.7K——
Q1 2026$8.2M187.9K——
Q1 2026$207K4.3K——
Q1 2026$3.4M66.5K——
Q1 2026$3.1M71.8K——
Q4 2025$6.7M151.6K——
Q4 2025$251K5.2K——
Q4 2025$2.9M57.1K——
Q4 2025$2.4M63.6K——

Other funds holding FPF

Other Landmark Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$67.8M
VGES

VANGUARD INDEX FDS

$65.3M
VGES

VANGUARD INDEX FDS

$57.1M
VGES

VANGUARD INDEX FDS

$45.9M
KOLD

PROSHARES TR

$22.4M
IR

NYLIM ETF TR

$21.3M
KOLD

PROSHARES TR

$21.1M
KOLD

PROSHARES TR

$20.1M
Landmark Wealth Management, LLC FPF Holdings: 13F Position History | Track13F