Back to FPF
Wilkerson Advisory Group LLC → FPF
Wilkerson Advisory Group LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
16
Latest value
$32K
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6K |
| Q4 2025 | $10K |
| Q4 2025 | $4.6M |
| Q4 2025 | $30K |
| Q1 2026 | $6K |
| Q1 2026 | $9K |
| Q1 2026 | $4.7M |
| Q1 2026 | $29K |
| Q2 2026 | $6K |
| Q2 2026 | $10K |
| Q2 2026 | $5M |
| Q2 2026 | $31K |
| Q3 2026 | $6K |
| Q3 2026 | $10K |
| Q3 2026 | $5.2M |
| Q3 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32K | 712 | — | — |
| Q3 2026 | $5.2M | 108.2K | — | — |
| Q3 2026 | $10K | 243 | — | — |
| Q3 2026 | $6K | 57 | — | — |
| Q2 2026 | $31K | 712 | — | — |
| Q2 2026 | $5M | 99.4K | — | — |
| Q2 2026 | $10K | 243 | — | — |
| Q2 2026 | $6K | 56 | — | — |
| Q1 2026 | $29K | 712 | — | — |
| Q1 2026 | $4.7M | 95.0K | — | — |
| Q1 2026 | $9K | 243 | — | — |
| Q1 2026 | $6K | 57 | — | — |
| Q4 2025 | $30K | 712 | — | — |
| Q4 2025 | $4.6M | 91.8K | — | — |
| Q4 2025 | $10K | 243 | — | — |
| Q4 2025 | $6K | 57 | — | — |
Other funds holding FPF
Other Wilkerson Advisory Group LLC positions
SPY
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SPY
$47.5MSTATE STREET SPDR S&P 500 ETF
SPY
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SPY
$40.2MSTATE STR SPDR S&P 500 ETF TR TR UNIT
QCOM
$31.5MPACER US CASH COWS 100 ETF
VCTR
$30.5MVICTORYSHARES FREE CASH FLOW ETF
VCTR
$27MVICTORYSHARES FREE CASH FLOW ETF
VCTR
$23.1MVICTORYSHARES FREE CASH FLOW ETF