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Center for Wealth Management Advisory → FPF

Center for Wealth Management Advisory FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
12
Latest value
$407K
Q3 2026
Peak value
$14.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.6M
Q4 2025$7.8M
Q4 2025$435K
Q1 2026$14.4M
Q1 2026$8.2M
Q1 2026$564K
Q2 2026$14.1M
Q2 2026$8.8M
Q2 2026$568K
Q3 2026$14.9M
Q3 2026$9.2M
Q3 2026$407K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$407K23.9K——
Q3 2026$9.2M195.5K——
Q3 2026$14.9M302.9K——
Q2 2026$568K31.8K——
Q2 2026$8.8M183.7K——
Q2 2026$14.1M289.6K——
Q1 2026$564K31.8K——
Q1 2026$8.2M173.9K——
Q1 2026$14.4M284.4K——
Q4 2025$435K23.9K——
Q4 2025$7.8M170.1K——
Q4 2025$12.6M285.0K——

Other funds holding FPF

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KHC

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HODL

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