Ulrich Consultants & Investment Group, LLC → FPF

Ulrich Consultants & Investment Group, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held

Latest value

$587K

Q3 2026

Peak value

$587K

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$587K	7.5K	—	—

Other funds holding FPF

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$1.8B

MORGAN STANLEY

$1.7B

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$1.5B

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$1.5B

$1.4B

$1.4B

$1.3B

$1.2B

Other Ulrich Consultants & Investment Group, LLC positions

VGES

VANGUARD INDEX FDS

$44.2M

SPY

STATE STR SPDR S&P 500 ETF T

$4.3M

ETHA

ISHARES TR

$3.1M

VGES

VANGUARD SCOTTSDALE FDS

$2.6M

HCA

HCA HEALTHCARE INC

$2.1M

VGES

VANGUARD SCOTTSDALE FDS

$2M

ETHA

ISHARES TR

$1.8M

AMPY

AMPLIFY ETF TR

$1.6M