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ALTFEST L J & CO INC → FPF

ALTFEST L J & CO INC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
5
Latest value
$38.8M
Q3 2026
Peak value
$41.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.1M
Q4 2025$21.7M
Q1 2026$41.9M
Q2 2026$40.6M
Q3 2026$38.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$38.8M946.4K——
Q2 2026$40.6M933.5K——
Q1 2026$41.9M958.8K——
Q4 2025$21.7M572.1K——
Q4 2025$5.1M33.1K——

Other funds holding FPF

Other ALTFEST L J & CO INC positions

ETHA

INVESCO EXCH TRADED FD TR II

$58M
ETHA

INVESCO EXCH TRADED FD TR II

$58M
VGES

VANGUARD MALVERN FDS

$52.9M
VGES

VANGUARD MALVERN FDS

$50.2M
ETHA

INVESCO EXCH TRADED FD TR II

$48.9M
ETHA

INVESCO EXCH TRADED FD TR II

$46.3M
VGES

VANGUARD MALVERN FDS

$42.8M
ETHA

ISHARES TR

$41.3M