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RIA Advisory Group LLC → FPF

RIA Advisory Group LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
6
Latest value
$7.6M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$233K
Q3 2025$245K
Q4 2025$251K
Q2 2026$303K
Q2 2026$12.7M
Q3 2026$7.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.6M73.4K——
Q2 2026$12.7M95.3K——
Q2 2026$303K15.5K——
Q4 2025$251K3.2K——
Q3 2025$245K2.5K——
Q3 2025$233K3.1K——

Other funds holding FPF

Other RIA Advisory Group LLC positions

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QQQ

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QQQ

INVESCO QQQ TR

$45.9M
ETHA

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$42M
ETHA

ISHARES TR

$40.2M
VGES

VANGUARD INDEX FDS

$39.7M
VGES

VANGUARD INDEX FDS

$39.2M