Back to FPF

Barry Investment Advisors, LLC → FPF

Barry Investment Advisors, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
10
Latest value
$2.7M
Q3 2026
Peak value
$23M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.1M
Q3 2025$816K
Q4 2025$17.5M
Q4 2025$888K
Q1 2026$20.7M
Q1 2026$1M
Q2 2026$21.9M
Q2 2026$1.5M
Q3 2026$23M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M66.7K——
Q3 2026$23M560.4K——
Q2 2026$1.5M35.7K——
Q2 2026$21.9M502.3K——
Q1 2026$1M25.7K——
Q1 2026$20.7M474.4K——
Q4 2025$888K23.2K——
Q4 2025$17.5M462.4K——
Q3 2025$816K21.5K——
Q3 2025$17.1M447.5K——

Other funds holding FPF

Other Barry Investment Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$48.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.8M
VGES

VANGUARD WHITEHALL FDS

$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.5M
STT-PG

SPDR SERIES TRUST

$42.9M
HODL

VANECK ETF TRUST

$42.4M
VGES

VANGUARD WHITEHALL FDS

$41.8M
VGES

VANGUARD SCOTTSDALE FDS

$41.5M