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Schulz Wealth, LTD. → FPF

Schulz Wealth, LTD. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
18
Latest value
$340K
Q3 2026
Peak value
$12.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$512K
Q3 2025$1.2M
Q3 2025$11.7M
Q3 2025$238K
Q3 2025$338K
Q4 2025$509K
Q4 2025$1.2M
Q4 2025$11.1M
Q4 2025$244K
Q4 2025$346K
Q2 2026$547K
Q2 2026$1.2M
Q2 2026$12.5M
Q2 2026$393K
Q3 2026$511K
Q3 2026$1.2M
Q3 2026$12.5M
Q3 2026$340K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$340K7.5K——
Q3 2026$12.5M334.7K——
Q3 2026$1.2M24.2K——
Q3 2026$511K23.7K——
Q2 2026$393K8.9K——
Q2 2026$12.5M342.6K——
Q2 2026$1.2M24.2K——
Q2 2026$547K23.7K——
Q4 2025$346K8.3K——
Q4 2025$244K8.6K——
Q4 2025$11.1M325.2K——
Q4 2025$1.2M24.2K——
Q4 2025$509K23.7K——
Q3 2025$338K8.3K——
Q3 2025$238K8.6K——
Q3 2025$11.7M350.3K——
Q3 2025$1.2M24.2K——
Q3 2025$512K23.7K——

Other funds holding FPF

Other Schulz Wealth, LTD. positions

VGES

VANGUARD STAR FDS

$16.1M
VGES

VANGUARD STAR FDS

$15.3M
VGES

VANGUARD STAR FDS

$12.9M
VGES

VANGUARD STAR FDS

$12.7M
VGES

VANGUARD BD INDEX FDS

$10.4M
VGES

VANGUARD BD INDEX FDS

$8.8M
VGES

VANGUARD BD INDEX FDS

$8.7M
VGES

VANGUARD BD INDEX FDS

$8.5M