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Cornerstone Financial Management LLC → FPF
Cornerstone Financial Management LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
6
Latest value
$4M
Q2 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q4 2025 | $3.8M |
| Q1 2026 | $4M |
| Q1 2026 | $4M |
| Q2 2026 | $4M |
| Q2 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $4M | 80.2K | — | — |
| Q2 2026 | $4M | 80.2K | — | — |
| Q1 2026 | $4M | 81.3K | — | — |
| Q1 2026 | $4M | 81.3K | — | — |
| Q4 2025 | $3.8M | 76.4K | — | — |
| Q4 2025 | $3.8M | 76.4K | — | — |
Other funds holding FPF
Other Cornerstone Financial Management LLC positions
VGES
$6.1MVANGUARD MORNINGSTAR MEGA CAP VALUE ETF
VGES
$6.1MVANGUARD MORNINGSTAR MEGA CAP VALUE ETF
VGES
$5.8MVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
VGES
$5.8MVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
VGES
$5.5MVANGUARD SHORT-TERM TREASURY ETF
VGES
$5.5MVANGUARD SHORT-TERM TREASURY ETF
VGES
$5.4MVANGUARD MEGA CAP VALUE ETF
VGES
$5.4MVANGUARD MEGA CAP VALUE ETF