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RETIREMENT GUYS FORMULA LLC → FPF

RETIREMENT GUYS FORMULA LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
17
Latest value
$4M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$224K
Q4 2025$3.1M
Q4 2025$366K
Q4 2025$2.2M
Q4 2025$262K
Q4 2025$3.1M
Q1 2026$3.1M
Q1 2026$314K
Q1 2026$273K
Q1 2026$3.7M
Q2 2026$3.3M
Q2 2026$273K
Q2 2026$4.1M
Q3 2026$202K
Q3 2026$3.2M
Q3 2026$256K
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M83.8K——
Q3 2026$256K5.3K——
Q3 2026$3.2M68.1K——
Q3 2026$202K5.3K——
Q2 2026$4.1M80.3K——
Q2 2026$273K5.5K——
Q2 2026$3.3M69.4K——
Q1 2026$3.7M75.4K——
Q1 2026$273K5.5K——
Q1 2026$314K9.8K——
Q1 2026$3.1M65.8K——
Q4 2025$3.1M62.9K——
Q4 2025$262K5.2K——
Q4 2025$2.2M34.9K——
Q4 2025$366K12.1K——
Q4 2025$3.1M66.5K——
Q4 2025$224K6.3K——

Other funds holding FPF

Other RETIREMENT GUYS FORMULA LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9M
QQQ

INVESCO QQQ TR

$6.7M
QQQ

INVESCO QQQ TR

$6.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.3M
AAPL

APPLE INC

$6.2M