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Rise Advisors, LLC → FPF

Rise Advisors, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
4
Latest value
$39.3M
Q3 2026
Peak value
$39.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$30.6M
Q1 2026$32.5M
Q2 2026$39.8M
Q3 2026$39.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$39.3M502.5K——
Q2 2026$39.8M490.6K——
Q1 2026$32.5M472.4K——
Q4 2025$30.6M440.8K——

Other funds holding FPF

Other Rise Advisors, LLC positions

VGES

VANGUARD MORNINGSTAR GROWTH ETF

$55.3M
VGES

VANGUARD GROWTH ETF

$52.5M
VGES

VANGUARD GROWTH ETF

$49.5M
VGES

VANGUARD GROWTH ETF

$46.2M
VGES

VANGUARD VALUE ETF

$30.8M
VGES

VANGUARD MORNINGSTAR VALUE ETF

$30.8M
VGES

VANGUARD VALUE ETF

$30.1M
VGES

VANGUARD VALUE ETF

$28.8M
Rise Advisors, LLC FPF Holdings: 13F Position History | Track13F