Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Onyx Bridge Wealth Group’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Sell
65,006
-3,864
-6% -$67.6K 0.09% 150
2026
Q2 		$1.25M Buy
68,870
+930
+1% +$16.9K 0.11% 136
2026
Q1 		$1.2M Buy
67,940
+4,152
+7% +$77.4K 0.13% 133
2025
Q4 		$1.19M Buy
63,788
+581
+0.9% +$10.9K 0.13% 129
2025
Q3 		$1.21M Sell
63,207
-2,870
-4% -$54.7K 0.13% 124
2025
Q2 		$1.24M Buy
66,077
+1,808
+3% +$32.3K 0.16% 103
2025
Q1 		$1.18M Buy
64,269
+2,876
+5% +$53.3K 0.17% 96
2024
Q4 		$1.11M Sell
61,393
-3,998
-6% -$75.1K 0.16% 92
2024
Q3 		$1.28M Buy
65,391
+2,899
+5% +$53.8K 0.19% 88
2024
Q2 		$1.15M Buy
62,492
+1,349
+2% +$23.7K 0.19% 88
2024
Q1 		$1.04M Buy
61,143
+3,394
+6% +$58.8K 0.19% 90
2023
Q4 		$942K Sell
57,749
-3,465
-6% -$52.5K 0.19% 82
2023
Q3 		$912K Buy
61,214
+1,470
+2% +$22.4K 0.21% 76
2023
Q2 		$927K Buy
59,744
+11,144
+23% +$171K 0.22% 84
2023
Q1 		$767K Buy
48,600
+4,007
+9% +$70.2K 0.31% 61
2022
Q4 		$776K Buy
44,593
+2,978
+7% +$49.9K 0.32% 45
2022
Q3 		$671K Buy
41,615
+4,837
+13% +$91.5K 0.31% 54
2022
Q2 		$693K Buy
36,778
+6,261
+21% +$123K 0.31% 44
2022
Q1 		$612K Sell
30,517
-3,760
-11% -$83.7K 0.23% 53
2021
Q4 		$847K Sell
34,277
-195
-0.6% -$4.86K 0.29% 44
2021
Q3 		$867K Buy
34,472
+8
+0% +$205 0.33% 37
2021
Q2 		$859K Sell
34,464
-1,408
-4% -$34.7K 0.37% 31
2021
Q1 		$859K Sell
35,872
-1,121
-3% -$26.3K 0.43% 24
2020
Q4 		$890K Buy
+36,993
New +$830K 0.58% 21

Other funds holding FPF

MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Onyx Bridge Wealth Group's FPF Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 5.6% in Q3 2026, selling an estimated $67.6K and leaving 65,006 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #150.

Onyx Bridge Wealth Group first reported a position in FPF in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q3 2024. 47 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

  • Onyx Bridge Wealth Group held 65,006 shares of First Trust Intermediate Duration Preferred & Income Fund worth $1.04M as of Q3 2026.
  • Onyx Bridge Wealth Group sold 3,864 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2026, an estimated $67.6K.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #150 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2020 and has held it in 24 quarters since.
  • Onyx Bridge Wealth Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $1.28M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.