Back to FPF

USAdvisors Wealth Management, LLC → FPF

USAdvisors Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
14
Latest value
$281K
Q3 2026
Peak value
$7.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$4.3M
Q4 2025$310K
Q4 2025$478K
Q1 2026$296K
Q1 2026$457K
Q2 2026$6.7M
Q2 2026$226K
Q2 2026$308K
Q2 2026$449K
Q3 2026$7.8M
Q3 2026$229K
Q3 2026$309K
Q3 2026$281K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$281K6.8K——
Q3 2026$309K8.2K——
Q3 2026$229K4.7K——
Q3 2026$7.8M253.5K——
Q2 2026$449K10.3K——
Q2 2026$308K8.5K——
Q2 2026$226K4.6K——
Q2 2026$6.7M248.6K——
Q1 2026$457K10.5K——
Q1 2026$296K8.9K——
Q4 2025$478K10.8K——
Q4 2025$310K9.1K——
Q3 2025$4.3M96.9K——
Q3 2025$1.5M43.5K——

Other funds holding FPF

Other USAdvisors Wealth Management, LLC positions

QQQ

INVESCO QQQ TRUST

$25.1M
QQQ

INVESCO QQQ TRUST

$24.3M
SCHW-PJ

SCHWAB US LARGE CAP VALUE ETF

$21.8M
SCHW-PJ

SCHWAB US LARGE CAP VALUE ETF

$20.7M
QQQ

INVESCO QQQ TRUST

$19.8M
SCHW-PJ

SCHWAB US LARGE CAP GROWTH ETF

$19.5M
QQQ

INVESCO QQQ TRUST

$19.3M
SCHW-PJ

SCHWAB US LARGE CAP GROWTH ETF

$19.2M