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Summit Financial Consulting LLC → FPF

Summit Financial Consulting LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
1
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M16.2K——

Other funds holding FPF

Other Summit Financial Consulting LLC positions

ETHA

ISHARES TR

$26.4M
BLK

ISHARES TR

$25.1M
BLK

ISHARES TR

$22.3M
ETHA

ISHARES TR

$22.2M
ETHA

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
ETHA

ISHARES TR

$21.6M