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Cornerstone Planning Group LLC → FPF
Cornerstone Planning Group LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
29
Latest value
$19.6M
Q3 2026
Peak value
$19.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $696K |
| Q3 2025 | $5K |
| Q3 2025 | $54K |
| Q3 2025 | $15.9M |
| Q3 2025 | $16K |
| Q3 2025 | $12K |
| Q4 2025 | $313K |
| Q4 2025 | $3K |
| Q4 2025 | $5K |
| Q4 2025 | $54K |
| Q4 2025 | $15.6M |
| Q4 2025 | $16K |
| Q4 2025 | $23K |
| Q1 2026 | $281K |
| Q1 2026 | $1.1M |
| Q1 2026 | $6K |
| Q1 2026 | $55K |
| Q1 2026 | $17.4M |
| Q1 2026 | $16K |
| Q2 2026 | $791 |
| Q2 2026 | $245K |
| Q2 2026 | $1M |
| Q2 2026 | $6K |
| Q2 2026 | $33K |
| Q2 2026 | $18.4M |
| Q2 2026 | $17K |
| Q3 2026 | $217K |
| Q3 2026 | $1.1M |
| Q3 2026 | $19.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.6M | 252.8K | — | — |
| Q3 2026 | $1.1M | 5.8K | — | — |
| Q3 2026 | $217K | 2.8K | — | — |
| Q2 2026 | $17K | 346 | — | — |
| Q2 2026 | $18.4M | 244.2K | — | — |
| Q2 2026 | $33K | 659 | — | — |
| Q2 2026 | $6K | 350 | — | — |
| Q2 2026 | $1M | 5.7K | — | — |
| Q2 2026 | $245K | 3.1K | — | — |
| Q2 2026 | $791 | 27 | — | — |
| Q1 2026 | $16K | 344 | — | — |
| Q1 2026 | $17.4M | 235.6K | — | — |
| Q1 2026 | $55K | 1.1K | — | — |
| Q1 2026 | $6K | 345 | — | — |
| Q1 2026 | $1.1M | 5.7K | — | — |
| Q1 2026 | $281K | 3.5K | — | — |
| Q4 2025 | $23K | 1.2K | — | — |
| Q4 2025 | $16K | 338 | — | — |
| Q4 2025 | $15.6M | 217.6K | — | — |
| Q4 2025 | $54K | 1.1K | — | — |
| Q4 2025 | $5K | 338 | — | — |
| Q4 2025 | $3K | 27 | — | — |
| Q4 2025 | $313K | 4.2K | — | — |
| Q3 2025 | $12K | 600 | — | — |
| Q3 2025 | $16K | 335 | — | — |
| Q3 2025 | $15.9M | 223.1K | — | — |
| Q3 2025 | $54K | 1.0K | — | — |
| Q3 2025 | $5K | 332 | — | — |
| Q3 2025 | $696K | 11.6K | — | — |