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Appalachian Capital Management Ltd → FPF

Appalachian Capital Management Ltd FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
12
Latest value
$8.7M
Q3 2026
Peak value
$9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$611K
Q4 2025$1.7M
Q4 2025$8.9M
Q1 2026$584K
Q1 2026$1.6M
Q1 2026$8.9M
Q2 2026$599K
Q2 2026$1.9M
Q2 2026$9M
Q3 2026$578K
Q3 2026$1.9M
Q3 2026$8.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.7M367.3K——
Q3 2026$1.9M24.5K——
Q3 2026$578K12.3K——
Q2 2026$9M362.4K——
Q2 2026$1.9M24.0K——
Q2 2026$599K12.4K——
Q1 2026$8.9M360.0K——
Q1 2026$1.6M23.5K——
Q1 2026$584K12.4K——
Q4 2025$8.9M353.4K——
Q4 2025$1.7M24.3K——
Q4 2025$611K13.3K——

Other funds holding FPF

Other Appalachian Capital Management Ltd positions

SCHW-PJ

SCHWAB STRATEGIC TR

$46.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$40.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.1M
STT-PG

SPDR SERIES TRUST

$9.7M
STT-PG

SPDR SERIES TRUST

$9.6M