Spire Wealth Management
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1858740
MCLEAN, VA
Position in FPF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$135,511
-$13,603 QoQ
Shares Held
7,458
-11.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 48 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in FPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. FPF ranks #33 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in FPF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,511 | 7,458 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $149,114 | 8,458 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $139,017 | 7,458 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $145,597 | 7,603 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $143,144 | 7,606 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $172,314 | 9,370 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $151,200 | 8,400 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $184,070 | 9,425 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $154,767 | 8,425 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $165,957 | 9,261 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $141,538 | 8,678 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $157,612 | 10,578 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $164,064 | 10,578 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $166,920 | 10,578 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $174,570 | 10,348 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $404,933 | 24,423 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $470,156 | 25,169 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $618,996 | 28,149 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $758,506 | 30,909 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $824,058 | 32,936 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $737,380 | 29,366 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $704,489 | 29,415 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||