Back to FPF
Aprio Wealth Management, LLC → FPF
Aprio Wealth Management, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
44
Latest value
$4.7M
Q3 2026
Peak value
$43.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $348K |
| Q3 2025 | $234K |
| Q3 2025 | $16M |
| Q3 2025 | $843K |
| Q3 2025 | $969K |
| Q3 2025 | $35.6M |
| Q3 2025 | $6.4M |
| Q4 2025 | $338K |
| Q4 2025 | $212K |
| Q4 2025 | $243K |
| Q4 2025 | $16.7M |
| Q4 2025 | $850K |
| Q4 2025 | $958K |
| Q4 2025 | $36.5M |
| Q4 2025 | $215K |
| Q4 2025 | $6.4M |
| Q1 2026 | $321K |
| Q1 2026 | $217K |
| Q1 2026 | $213K |
| Q1 2026 | $262K |
| Q1 2026 | $21.6M |
| Q1 2026 | $931K |
| Q1 2026 | $1.1M |
| Q1 2026 | $36.4M |
| Q1 2026 | $305K |
| Q1 2026 | $6.3M |
| Q2 2026 | $340K |
| Q2 2026 | $224K |
| Q2 2026 | $275K |
| Q2 2026 | $26.7M |
| Q2 2026 | $995K |
| Q2 2026 | $1.1M |
| Q2 2026 | $43.6M |
| Q2 2026 | $361K |
| Q2 2026 | $6.8M |
| Q3 2026 | $267K |
| Q3 2026 | $218K |
| Q3 2026 | $273K |
| Q3 2026 | $26.5M |
| Q3 2026 | $1M |
| Q3 2026 | $1M |
| Q3 2026 | $28.1M |
| Q3 2026 | $344K |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 116.0K | — | — |
| Q3 2026 | $344K | 4.4K | — | — |
| Q3 2026 | $28.1M | 249.4K | — | — |
| Q3 2026 | $1M | 25.4K | — | — |
| Q3 2026 | $1M | 31.1K | — | — |
| Q3 2026 | $26.5M | 149.5K | — | — |
| Q3 2026 | $273K | 2.9K | — | — |
| Q3 2026 | $218K | 4.6K | — | — |
| Q3 2026 | $267K | 2.6K | — | — |
| Q2 2026 | $6.8M | 157.4K | — | — |
| Q2 2026 | $361K | 4.5K | — | — |
| Q2 2026 | $43.6M | 379.8K | — | — |
| Q2 2026 | $1.1M | 25.4K | — | — |
| Q2 2026 | $995K | 31.1K | — | — |
| Q2 2026 | $26.7M | 139.4K | — | — |
| Q2 2026 | $275K | 2.8K | — | — |
| Q2 2026 | $224K | 4.6K | — | — |
| Q2 2026 | $340K | 3.1K | — | — |
| Q1 2026 | $6.3M | 160.8K | — | — |
| Q1 2026 | $305K | 4.5K | — | — |
| Q1 2026 | $36.4M | 388.9K | — | — |
| Q1 2026 | $1.1M | 25.4K | — | — |
| Q1 2026 | $931K | 31.1K | — | — |
| Q1 2026 | $21.6M | 132.1K | — | — |
| Q1 2026 | $262K | 2.8K | — | — |
| Q1 2026 | $213K | 1.7K | — | — |
| Q1 2026 | $217K | 4.6K | — | — |
| Q1 2026 | $321K | 3.1K | — | — |
| Q4 2025 | $6.4M | 166.5K | — | — |
| Q4 2025 | $215K | 3.1K | — | — |
| Q4 2025 | $36.5M | 376.6K | — | — |
| Q4 2025 | $958K | 25.3K | — | — |
| Q4 2025 | $850K | 31.1K | — | — |
| Q4 2025 | $16.7M | 109.1K | — | — |
| Q4 2025 | $243K | 2.8K | — | — |
| Q4 2025 | $212K | 4.6K | — | — |
| Q4 2025 | $338K | 3.1K | — | — |
| Q3 2025 | $6.4M | 169.0K | — | — |
| Q3 2025 | $35.6M | 361.4K | — | — |
| Q3 2025 | $969K | 25.3K | — | — |
| Q3 2025 | $843K | 31.1K | — | — |
| Q3 2025 | $16M | 105.9K | — | — |
| Q3 2025 | $234K | 2.8K | — | — |
| Q3 2025 | $348K | 3.1K | — | — |