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NEW WAVE WEALTH ADVISORS LLC → FPF
NEW WAVE WEALTH ADVISORS LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
10
Latest value
$11.7M
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.7M |
| Q3 2025 | $632K |
| Q4 2025 | $627K |
| Q4 2025 | $10.4M |
| Q4 2025 | $647K |
| Q1 2026 | $9.8M |
| Q2 2026 | $13M |
| Q2 2026 | $13M |
| Q3 2026 | $507K |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 102.5K | — | — |
| Q3 2026 | $507K | 4.7K | — | — |
| Q2 2026 | $13M | 102.4K | — | — |
| Q2 2026 | $13M | 102.4K | — | — |
| Q1 2026 | $9.8M | 101.5K | — | — |
| Q4 2025 | $647K | 15.5K | — | — |
| Q4 2025 | $10.4M | 108.4K | — | — |
| Q4 2025 | $627K | 4.1K | — | — |
| Q3 2025 | $632K | 15.0K | — | — |
| Q3 2025 | $9.7M | 107.1K | — | — |