RVW Wealth, LLC

Position in FPF — First Trust Intermediate Duration Preferred & Income Fund

CIK 1756543 LOS ANGELES, CA

Position in FPF

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$324,316

+$9,639 QoQ

Shares Held

17,849

0.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#22

of 46 holders

Holding Since

Mar 2023

14 quarters on record

Financial Services · as of Jun 30, 2026

RVW Wealth, LLC holds $1,987,583 across 5 Asset Management names. FPF ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPC	Nuveen Preferred & Income Opportunities Fund	70,922	$558,865
2	JGH	Nuveen Global High Income Fund	39,379	$501,294
3	FPF	First Trust Intermediate Duration Preferred & Income Fund This page	17,849	$324,316
4	JFR	Nuveen Floating Rate Income Fund	40,349	$309,476
5	HYI	Western Asset High Yield Opportunity Fund Inc.	27,623	$293,632

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,316	17,849	0.0%	Shares	Sole	2026-07-08
2026-03-31	$314,677	17,849	0.0%	Shares	Sole	2026-04-08
2025-12-31	$332,705	17,849	0.0%	Shares	Sole	2026-01-12
2025-09-30	$341,808	17,849	0.0%	Shares	Sole	2025-10-21
2025-06-30	$335,918	17,849	0.0%	Shares	Sole	2025-07-15
2025-03-31	$328,243	17,849	0.0%	Shares	Sole	2025-05-08
2024-12-31	$321,282	17,849	+40.5%	Shares	Sole	2025-01-23
2024-09-30	$248,031	12,700	0.0%	Shares	Sole	2024-10-15
2024-06-30	$233,299	12,700	0.0%	Shares	Sole	2024-07-08
2024-03-31	$227,584	12,700	0.0%	Shares	Sole	2024-04-08
2023-12-31	$207,137	12,700	0.0%	Shares	Sole	2024-01-08
2023-09-30	$189,230	12,700	0.0%	Shares	Sole	2023-10-12
2023-06-30	$196,977	12,700	0.0%	Shares	Sole	2023-07-07
2023-03-31	$200,406	12,700	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.