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 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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM