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Provident Wealth Management, LLC → FPF

Provident Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
8
Latest value
$4.1M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$566K
Q4 2025$5.4M
Q1 2026$536K
Q1 2026$5.5M
Q2 2026$540K
Q2 2026$6.1M
Q3 2026$404K
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M102.2K——
Q3 2026$404K5.3K——
Q2 2026$6.1M141.4K——
Q2 2026$540K7.3K——
Q1 2026$5.5M140.3K——
Q1 2026$536K7.6K——
Q4 2025$5.4M141.4K——
Q4 2025$566K8.0K——

Other funds holding FPF

Other Provident Wealth Management, LLC positions

TSMWF

T ROWE PRICE EXCHANGE-TRADED

$64.1M
TSMWF

T ROWE PRICE ETF INC

$59.1M
TSMWF

T ROWE PRICE ETF INC

$56.1M
QCOM

PACER FDS TR

$51.7M
QCOM

PACER FDS TR

$51.2M
QCOM

PACER FDS TR

$49.3M
TSMWF

T ROWE PRICE EXCHANGE-TRADED

$48.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.2M