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Core Wealth Partners LLC → FPF
Core Wealth Partners LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
64
Latest value
$226K
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $372K |
| Q3 2025 | $315K |
| Q3 2025 | $268K |
| Q3 2025 | $298K |
| Q3 2025 | $342K |
| Q3 2025 | $618K |
| Q3 2025 | $834K |
| Q3 2025 | $886K |
| Q3 2025 | $864K |
| Q3 2025 | $515K |
| Q3 2025 | $760K |
| Q3 2025 | $2.5M |
| Q4 2025 | $306K |
| Q4 2025 | $268K |
| Q4 2025 | $295K |
| Q4 2025 | $331K |
| Q4 2025 | $500K |
| Q4 2025 | $1M |
| Q4 2025 | $840K |
| Q4 2025 | $808K |
| Q4 2025 | $398K |
| Q4 2025 | $675K |
| Q4 2025 | $2.9M |
| Q1 2026 | $303K |
| Q1 2026 | $273K |
| Q1 2026 | $325K |
| Q1 2026 | $279K |
| Q1 2026 | $474K |
| Q1 2026 | $1.2M |
| Q1 2026 | $788K |
| Q1 2026 | $753K |
| Q1 2026 | $207K |
| Q1 2026 | $206K |
| Q1 2026 | $224K |
| Q1 2026 | $702K |
| Q1 2026 | $2.9M |
| Q1 2026 | $241K |
| Q2 2026 | $368K |
| Q2 2026 | $268K |
| Q2 2026 | $324K |
| Q2 2026 | $290K |
| Q2 2026 | $224K |
| Q2 2026 | $225K |
| Q2 2026 | $1.5M |
| Q2 2026 | $648K |
| Q2 2026 | $620K |
| Q2 2026 | $437K |
| Q2 2026 | $3.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $221K |
| Q3 2026 | $513K |
| Q3 2026 | $237K |
| Q3 2026 | $288K |
| Q3 2026 | $329K |
| Q3 2026 | $205K |
| Q3 2026 | $1.5M |
| Q3 2026 | $636K |
| Q3 2026 | $613K |
| Q3 2026 | $207K |
| Q3 2026 | $220K |
| Q3 2026 | $262K |
| Q3 2026 | $3.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $226K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $226K | 7.4K | — | — |
| Q3 2026 | $2.6M | 109.2K | — | — |
| Q3 2026 | $3.5M | 84.3K | — | — |
| Q3 2026 | $262K | 5.4K | — | — |
| Q3 2026 | $220K | 7.2K | — | — |
| Q3 2026 | $207K | 2.6K | — | — |
| Q3 2026 | $613K | 27.7K | — | — |
| Q3 2026 | $636K | 27.0K | — | — |
| Q3 2026 | $1.5M | 53.6K | — | — |
| Q3 2026 | $205K | 1.2K | — | — |
| Q3 2026 | $329K | 2.0K | — | — |
| Q3 2026 | $288K | 6.6K | — | — |
| Q3 2026 | $237K | 5.1K | — | — |
| Q3 2026 | $513K | 13.5K | — | — |
| Q2 2026 | $221K | 7.4K | — | — |
| Q2 2026 | $2.6M | 104.3K | — | — |
| Q2 2026 | $3.7M | 84.9K | — | — |
| Q2 2026 | $437K | 8.6K | — | — |
| Q2 2026 | $620K | 28.1K | — | — |
| Q2 2026 | $648K | 27.2K | — | — |
| Q2 2026 | $1.5M | 52.5K | — | — |
| Q2 2026 | $225K | 9.8K | — | — |
| Q2 2026 | $224K | 1.2K | — | — |
| Q2 2026 | $290K | 2.2K | — | — |
| Q2 2026 | $324K | 6.6K | — | — |
| Q2 2026 | $268K | 5.6K | — | — |
| Q2 2026 | $368K | 9.9K | — | — |
| Q1 2026 | $241K | 9.7K | — | — |
| Q1 2026 | $2.9M | 65.8K | — | — |
| Q1 2026 | $702K | 14.4K | — | — |
| Q1 2026 | $224K | 11.2K | — | — |
| Q1 2026 | $206K | 7.2K | — | — |
| Q1 2026 | $207K | 3.0K | — | — |
| Q1 2026 | $753K | 37.8K | — | — |
| Q1 2026 | $788K | 34.3K | — | — |
| Q1 2026 | $1.2M | 45.2K | — | — |
| Q1 2026 | $474K | 21.8K | — | — |
| Q1 2026 | $279K | 2.5K | — | — |
| Q1 2026 | $325K | 6.6K | — | — |
| Q1 2026 | $273K | 5.8K | — | — |
| Q1 2026 | $303K | 8.9K | — | — |
| Q4 2025 | $2.9M | 64.4K | — | — |
| Q4 2025 | $675K | 13.7K | — | — |
| Q4 2025 | $398K | 19.8K | — | — |
| Q4 2025 | $808K | 38.8K | — | — |
| Q4 2025 | $840K | 35.6K | — | — |
| Q4 2025 | $1M | 38.7K | — | — |
| Q4 2025 | $500K | 23.3K | — | — |
| Q4 2025 | $331K | 2.5K | — | — |
| Q4 2025 | $295K | 6.6K | — | — |
| Q4 2025 | $268K | 5.8K | — | — |
| Q4 2025 | $306K | 8.7K | — | — |
| Q3 2025 | $2.5M | 57.0K | — | — |
| Q3 2025 | $760K | 15.4K | — | — |
| Q3 2025 | $515K | 25.6K | — | — |
| Q3 2025 | $864K | 41.9K | — | — |
| Q3 2025 | $886K | 37.4K | — | — |
| Q3 2025 | $834K | 32.3K | — | — |
| Q3 2025 | $618K | 28.6K | — | — |
| Q3 2025 | $342K | 2.5K | — | — |
| Q3 2025 | $298K | 6.6K | — | — |
| Q3 2025 | $268K | 5.8K | — | — |
| Q3 2025 | $315K | 8.8K | — | — |
| Q3 2025 | $372K | 4.0K | — | — |