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Weitzel Financial Services, Inc. → FPF

Weitzel Financial Services, Inc. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
16
Latest value
$13.4M
Q3 2026
Peak value
$13.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$353K
Q4 2025$10.2M
Q4 2025$1.9M
Q4 2025$12.5M
Q1 2026$367K
Q1 2026$10.2M
Q1 2026$1.9M
Q1 2026$13M
Q2 2026$375K
Q2 2026$12.2M
Q2 2026$1.9M
Q2 2026$13.3M
Q3 2026$359K
Q3 2026$12.5M
Q3 2026$2M
Q3 2026$13.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.4M276.3K——
Q3 2026$2M42.1K——
Q3 2026$12.5M158.2K——
Q3 2026$359K7.6K——
Q2 2026$13.3M267.2K——
Q2 2026$1.9M36.9K——
Q2 2026$12.2M153.0K——
Q2 2026$375K7.6K——
Q1 2026$13M263.9K——
Q1 2026$1.9M36.7K——
Q1 2026$10.2M148.4K——
Q1 2026$367K7.8K——
Q4 2025$12.5M250.1K——
Q4 2025$1.9M37.6K——
Q4 2025$10.2M145.1K——
Q4 2025$353K7.6K——

Other funds holding FPF

Other Weitzel Financial Services, Inc. positions

STT-PG

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E

$64.2M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E

$61.8M
STT-PG

ST SRT SPDR PTFL S&P 1500 CMPST ETF

$55.5M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E

$54M
VGES

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$44M
VGES

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$43.4M
VGES

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$39.6M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$38.7M