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Aaron Wealth Advisors LLC → FPF
Aaron Wealth Advisors LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
4
Latest value
$30.4M
Q3 2026
Peak value
$30.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22.9M |
| Q1 2026 | $30.4M |
| Q2 2026 | $30.9M |
| Q3 2026 | $30.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.4M | 626.8K | — | — |
| Q2 2026 | $30.9M | 620.0K | — | — |
| Q1 2026 | $30.4M | 610.2K | — | — |
| Q4 2025 | $22.9M | 458.3K | — | — |