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Aureum Wealth Management, LLC → FPF
Aureum Wealth Management, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $4.7M |
| Q2 2026 | $5.4M |
| Q3 2026 | $2.6M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 286.9K | — | — |
| Q3 2026 | $2.6M | 131.5K | — | — |
| Q2 2026 | $5.4M | 259.1K | — | — |
| Q1 2026 | $4.7M | 226.4K | — | — |