Onyx Bridge Wealth Group LLC
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1819476
TARRYTOWN, NY
Position in FPF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,251,367
+$53,585 QoQ
Shares Held
68,870
+1.4% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#24
of 119 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Onyx Bridge Wealth Group LLC holds $8,964,265 across 20 Asset Management names. FPF ranks #1 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
This page
|
68,870 | $1,251,367 | |
| 2 | CG |
Carlyle Group Inc.
|
24,969 | $1,051,443 | |
| 3 | ARCC |
Ares Capital Corp
|
56,523 | $1,047,371 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
77,219 | $994,580 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
113,342 | $970,207 | |
| 6 | BX |
Blackstone Inc.
|
4,081 | $480,210 | |
| 7 | BLK |
BlackRock, Inc.
|
481 | $462,509 | |
| 8 | FSK |
FS KKR Capital Corp
|
39,065 | $410,182 |
All Filings in FPF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,367 | 68,870 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,197,782 | 67,940 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,189,008 | 63,788 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,210,414 | 63,207 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,243,569 | 66,077 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,181,906 | 64,269 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,105,074 | 61,393 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,277,086 | 65,391 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,147,978 | 62,492 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,095,682 | 61,143 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $941,886 | 57,749 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $912,088 | 61,214 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $926,629 | 59,744 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $766,908 | 48,600 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $752,283 | 44,593 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $689,976 | 41,615 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $687,013 | 36,778 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $671,068 | 30,517 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $841,157 | 34,277 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $862,489 | 34,472 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $865,391 | 34,464 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $859,134 | 35,872 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $889,681 | 36,993 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||