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BankPlus Wealth Management LLC → FPF
BankPlus Wealth Management LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
7
Latest value
$386K
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.9M |
| Q1 2026 | $3.3M |
| Q2 2026 | $4.5M |
| Q2 2026 | $433K |
| Q3 2026 | $5.2M |
| Q3 2026 | $386K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $386K | 8.0K | — | — |
| Q3 2026 | $5.2M | 67.0K | — | — |
| Q2 2026 | $433K | 8.7K | — | — |
| Q2 2026 | $4.5M | 55.8K | — | — |
| Q1 2026 | $3.3M | 48.8K | — | — |
| Q4 2025 | $2.9M | 41.5K | — | — |
| Q3 2025 | $2.5M | 37.6K | — | — |