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Clear Point Advisors Inc. → FPF

Clear Point Advisors Inc. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
20
Latest value
$750K
Q3 2026
Peak value
$2.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$217K
Q4 2025$210K
Q4 2025$723K
Q4 2025$1.3M
Q4 2025$266K
Q4 2025$967K
Q4 2025$679K
Q1 2026$207K
Q1 2026$752K
Q1 2026$309K
Q1 2026$714K
Q2 2026$204K
Q2 2026$384K
Q2 2026$2.3M
Q2 2026$782K
Q3 2026$205K
Q3 2026$905K
Q3 2026$427K
Q3 2026$2.2M
Q3 2026$750K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$750K18.5K——
Q3 2026$2.2M45.4K——
Q3 2026$427K5.5K——
Q3 2026$905K7.8K——
Q3 2026$205K710——
Q2 2026$782K18.1K——
Q2 2026$2.3M45.4K——
Q2 2026$384K4.7K——
Q2 2026$204K770——
Q1 2026$714K18.1K——
Q1 2026$309K4.5K——
Q1 2026$752K7.8K——
Q1 2026$207K12.3K——
Q4 2025$679K17.7K——
Q4 2025$967K19.3K——
Q4 2025$266K3.8K——
Q4 2025$1.3M28.6K——
Q4 2025$723K7.5K——
Q4 2025$210K12.3K——
Q4 2025$217K808——

Other funds holding FPF

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
STT-PG

STATE STR CORP

$11.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
VGES

VANGUARD WORLD FD

$6.8M
QQQ

INVESCO QQQ TR

$6.5M
Clear Point Advisors Inc. FPF Holdings: 13F Position History | Track13F