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Benchmark Financial, LLC → FPF

Benchmark Financial, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q1 2026$2.1M
Q2 2026$2.6M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M35.1K——
Q2 2026$2.6M19.5K——
Q1 2026$2.1M18.9K——
Q4 2025$1.5M15.6K——

Other funds holding FPF

Other Benchmark Financial, LLC positions

STT-PG

SPDR SERIES TRUST

$19.6M
STT-PG

SPDR SERIES TRUST

$19.3M
STT-PG

SPDR SERIES TRUST

$15.8M
VGES

VANGUARD SCOTTSDALE FDS

$15.4M
STT-PG

SPDR SERIES TRUST

$15.1M
VGES

VANGUARD SCOTTSDALE FDS

$14.8M
VGES

VANGUARD SCOTTSDALE FDS

$14.6M
VGES

VANGUARD SCOTTSDALE FDS

$13M