Back to FPF

Wealth Enhancement Trust Services, Inc. → FPF

Wealth Enhancement Trust Services, Inc. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
22
Latest value
$28K
Q3 2026
Peak value
$10.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$184K
Q4 2025$456K
Q4 2025$8.3M
Q1 2026$146K
Q1 2026$455K
Q1 2026$9M
Q2 2026$48K
Q2 2026$184K
Q2 2026$172K
Q2 2026$132K
Q2 2026$456K
Q2 2026$8.3M
Q2 2026$540K
Q2 2026$9.8M
Q2 2026$30K
Q3 2026$48K
Q3 2026$1.2M
Q3 2026$173K
Q3 2026$127K
Q3 2026$387K
Q3 2026$10.4M
Q3 2026$28K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28K685——
Q3 2026$10.4M214.0K——
Q3 2026$387K8.0K——
Q3 2026$127K1.6K——
Q3 2026$173K9.1K——
Q3 2026$1.2M4.2K——
Q3 2026$48K512——
Q2 2026$30K685——
Q2 2026$9.8M197.8K——
Q2 2026$540K10.8K——
Q2 2026$8.3M165.7K——
Q2 2026$456K9.1K——
Q2 2026$132K1.6K——
Q2 2026$172K8.8K——
Q2 2026$184K10.8K——
Q2 2026$48K512——
Q1 2026$9M181.0K——
Q1 2026$455K9.1K——
Q1 2026$146K8.7K——
Q4 2025$8.3M165.7K——
Q4 2025$456K9.1K——
Q4 2025$184K10.8K——

Other funds holding FPF

Other Wealth Enhancement Trust Services, Inc. positions

ETHA

INVESCO EXCHANGE TRADED FD T

$36.1M
AAPL

APPLE INC

$33M
ETHA

INVESCO EXCHANGE TRADED FD T

$32.2M
ETHA

INVESCO EXCHANGE TRADED FD T

$32.1M
ETHA

INVESCO EXCHANGE TRADED FD T

$32.1M
ETHA

INVESCO EXCHANGE TRADED FD T

$30.8M
AAPL

APPLE INC

$27M
MSFT

MICROSOFT CORP

$24.9M