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ACORN FINANCIAL ADVISORY SERVICES INC /ADV → FPF

ACORN FINANCIAL ADVISORY SERVICES INC /ADV FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
17
Latest value
$484K
Q3 2026
Peak value
$17.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$350K
Q4 2025$2.6M
Q4 2025$348K
Q4 2025$374K
Q1 2026$334K
Q1 2026$1.3M
Q1 2026$315K
Q1 2026$333K
Q2 2026$518K
Q2 2026$708K
Q2 2026$519K
Q2 2026$460K
Q3 2026$17.8M
Q3 2026$442K
Q3 2026$462K
Q3 2026$541K
Q3 2026$484K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$484K8.2K——
Q3 2026$541K9.5K——
Q3 2026$462K9.8K——
Q3 2026$442K1.3K——
Q3 2026$17.8M935.5K——
Q2 2026$460K8.2K——
Q2 2026$519K9.5K——
Q2 2026$708K14.7K——
Q2 2026$518K1.5K——
Q1 2026$333K7.2K——
Q1 2026$315K8.5K——
Q1 2026$1.3M28.6K——
Q1 2026$334K1.5K——
Q4 2025$374K7.2K——
Q4 2025$348K8.5K——
Q4 2025$2.6M55.6K——
Q4 2025$350K1.5K——

Other funds holding FPF

Other ACORN FINANCIAL ADVISORY SERVICES INC /ADV positions

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$53.2M
VGES

VANGUARD TAX-MANAGED FDS

$52.5M
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VANGUARD TAX-MANAGED FDS

$49.4M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD TAX-MANAGED FDS

$42.9M