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Baron Wealth Management LLC → FPF
Baron Wealth Management LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
4
Latest value
$8.6M
Q3 2026
Peak value
$9.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.4M |
| Q1 2026 | $7.4M |
| Q2 2026 | $9.2M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 211.9K | — | — |
| Q2 2026 | $9.2M | 213.4K | — | — |
| Q1 2026 | $7.4M | 187.9K | — | — |
| Q4 2025 | $6.4M | 165.9K | — | — |