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Avantax Planning Partners, Inc. → FPF
Avantax Planning Partners, Inc. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
40
Latest value
$1.8M
Q3 2026
Peak value
$46.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $298K |
| Q4 2025 | $285K |
| Q4 2025 | $226K |
| Q4 2025 | $246K |
| Q4 2025 | $322K |
| Q4 2025 | $205K |
| Q4 2025 | $1.7M |
| Q4 2025 | $43.7M |
| Q4 2025 | $211K |
| Q4 2025 | $2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $280K |
| Q1 2026 | $252K |
| Q1 2026 | $264K |
| Q1 2026 | $371K |
| Q1 2026 | $2.2M |
| Q1 2026 | $42.7M |
| Q1 2026 | $209K |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.1M |
| Q2 2026 | $434K |
| Q2 2026 | $258K |
| Q2 2026 | $234K |
| Q2 2026 | $276K |
| Q2 2026 | $233K |
| Q2 2026 | $2.3M |
| Q2 2026 | $43M |
| Q2 2026 | $217K |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $201K |
| Q3 2026 | $427K |
| Q3 2026 | $252K |
| Q3 2026 | $272K |
| Q3 2026 | $225K |
| Q3 2026 | $2.9M |
| Q3 2026 | $46.6M |
| Q3 2026 | $207K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 77.2K | — | — |
| Q3 2026 | $207K | 4.3K | — | — |
| Q3 2026 | $46.6M | 974.0K | — | — |
| Q3 2026 | $2.9M | 170.7K | — | — |
| Q3 2026 | $225K | 3.1K | — | — |
| Q3 2026 | $272K | 2.9K | — | — |
| Q3 2026 | $252K | 5.4K | — | — |
| Q3 2026 | $427K | 1.3K | — | — |
| Q3 2026 | $201K | 696 | — | — |
| Q3 2026 | $1.1M | 11.9K | — | — |
| Q2 2026 | $1.9M | 77.2K | — | — |
| Q2 2026 | $217K | 4.3K | — | — |
| Q2 2026 | $43M | 837.3K | — | — |
| Q2 2026 | $2.3M | 130.1K | — | — |
| Q2 2026 | $233K | 3.1K | — | — |
| Q2 2026 | $276K | 2.9K | — | — |
| Q2 2026 | $234K | 1.7K | — | — |
| Q2 2026 | $258K | 5.4K | — | — |
| Q2 2026 | $434K | 1.3K | — | — |
| Q2 2026 | $1.1M | 12.1K | — | — |
| Q1 2026 | $1.9M | 77.6K | — | — |
| Q1 2026 | $209K | 4.3K | — | — |
| Q1 2026 | $42.7M | 842.9K | — | — |
| Q1 2026 | $2.2M | 125.1K | — | — |
| Q1 2026 | $371K | 8.5K | — | — |
| Q1 2026 | $264K | 2.9K | — | — |
| Q1 2026 | $252K | 5.4K | — | — |
| Q1 2026 | $280K | 1.3K | — | — |
| Q1 2026 | $1.2M | 12.5K | — | — |
| Q4 2025 | $2M | 77.6K | — | — |
| Q4 2025 | $211K | 4.3K | — | — |
| Q4 2025 | $43.7M | 854.4K | — | — |
| Q4 2025 | $1.7M | 95.3K | — | — |
| Q4 2025 | $205K | 3.3K | — | — |
| Q4 2025 | $322K | 8.5K | — | — |
| Q4 2025 | $246K | 2.9K | — | — |
| Q4 2025 | $226K | 1.7K | — | — |
| Q4 2025 | $285K | 6.2K | — | — |
| Q4 2025 | $298K | 1.3K | — | — |
| Q4 2025 | $1.2M | 12.6K | — | — |