RVW Wealth’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

RVW Wealth’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	$286K	Hold	17,849	–	–	0.02%	155
2026 Q2	$324K	Hold	17,849	–	–	0.02%	142
2026 Q1	$315K	Hold	17,849	–	–	0.02%	137
2025 Q4	$333K	Hold	17,849	–	–	0.03%	134
2025 Q3	$342K	Hold	17,849	–	–	0.03%	133
2025 Q2	$336K	Hold	17,849	–	–	0.03%	131
2025 Q1	$328K	Hold	17,849	–	–	0.03%	121
2024 Q4	$321K	Buy	17,849 +5,149	+41%	+$96.7K	0.03%	119
2024 Q3	$248K	Hold	12,700	–	–	0.02%	132
2024 Q2	$233K	Hold	12,700	–	–	0.02%	132
2024 Q1	$228K	Hold	12,700	–	–	0.02%	134
2023 Q4	$207K	Hold	12,700	–	–	0.02%	137
2023 Q3	$189K	Hold	12,700	–	–	0.02%	144
2023 Q2	$197K	Hold	12,700	–	–	0.02%	149
2023 Q1	$200K	Buy	+12,700	New	+$222K	0.02%	154

Other funds holding FPF

HWAM

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth's FPF Position: Q3 2026 in Review

RVW Wealth held its First Trust Intermediate Duration Preferred & Income Fund (FPF) position steady in Q3 2026 at 17,849 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #155.

RVW Wealth first reported a position in FPF in Q1 2023 and has held it in 15 quarters since. The position peaked at $342K in Q3 2025. 15 funds tracked by Wall St. Rank hold FPF as of Q3 2026.

RVW Wealth held 17,849 shares of First Trust Intermediate Duration Preferred & Income Fund worth $286K as of Q3 2026.
RVW Wealth left its First Trust Intermediate Duration Preferred & Income Fund share count unchanged in Q3 2026.
First Trust Intermediate Duration Preferred & Income Fund made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #155 holding.
RVW Wealth first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2023 and has held it in 15 quarters since.
RVW Wealth's First Trust Intermediate Duration Preferred & Income Fund position peaked at $342K in Q3 2025.
15 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.