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Creative Planning FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
233
Latest value
$7.4M
Q3 2026
Peak value
$30.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10M |
| Q3 2025 | $1.2M |
| Q3 2025 | $298K |
| Q3 2025 | $534K |
| Q3 2025 | $17K |
| Q3 2025 | $323K |
| Q3 2025 | $7M |
| Q3 2025 | $795K |
| Q3 2025 | $7M |
| Q3 2025 | $384K |
| Q3 2025 | $4.1M |
| Q3 2025 | $308K |
| Q3 2025 | $13.2M |
| Q3 2025 | $4.5M |
| Q3 2025 | $1.9M |
| Q3 2025 | $747K |
| Q3 2025 | $492K |
| Q3 2025 | $543K |
| Q3 2025 | $8.2M |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.1M |
| Q3 2025 | $123K |
| Q3 2025 | $8.1M |
| Q3 2025 | $587K |
| Q3 2025 | $1.6M |
| Q3 2025 | $3.3M |
| Q3 2025 | $857K |
| Q3 2025 | $198K |
| Q3 2025 | $331K |
| Q3 2025 | $216K |
| Q3 2025 | $364K |
| Q3 2025 | $2M |
| Q3 2025 | $27.2M |
| Q3 2025 | $3M |
| Q3 2025 | $4.2M |
| Q3 2025 | $1.9M |
| Q3 2025 | $3.1M |
| Q3 2025 | $304K |
| Q3 2025 | $2.7M |
| Q3 2025 | $810K |
| Q3 2025 | $491K |
| Q3 2025 | $246K |
| Q3 2025 | $11.1M |
| Q3 2025 | $905K |
| Q3 2025 | $3.5M |
| Q3 2025 | $8K |
| Q3 2025 | $237K |
| Q4 2025 | $7.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $506K |
| Q4 2025 | $284K |
| Q4 2025 | $7.1M |
| Q4 2025 | $775K |
| Q4 2025 | $6.8M |
| Q4 2025 | $401K |
| Q4 2025 | $4.1M |
| Q4 2025 | $367K |
| Q4 2025 | $10.4M |
| Q4 2025 | $4.3M |
| Q4 2025 | $1.8M |
| Q4 2025 | $756K |
| Q4 2025 | $484K |
| Q4 2025 | $570K |
| Q4 2025 | $8.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $7.5M |
| Q4 2025 | $509K |
| Q4 2025 | $1.6M |
| Q4 2025 | $3.4M |
| Q4 2025 | $854K |
| Q4 2025 | $212K |
| Q4 2025 | $448K |
| Q4 2025 | $243K |
| Q4 2025 | $341K |
| Q4 2025 | $1.5M |
| Q4 2025 | $26.1M |
| Q4 2025 | $4M |
| Q4 2025 | $4.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $2.8M |
| Q4 2025 | $273K |
| Q4 2025 | $2.1M |
| Q4 2025 | $467K |
| Q4 2025 | $4.4M |
| Q4 2025 | $828K |
| Q4 2025 | $3.6M |
| Q4 2025 | $320K |
| Q1 2026 | $7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $660K |
| Q1 2026 | $302K |
| Q1 2026 | $7.7M |
| Q1 2026 | $839K |
| Q1 2026 | $6M |
| Q1 2026 | $413K |
| Q1 2026 | $288K |
| Q1 2026 | $3.9M |
| Q1 2026 | $348K |
| Q1 2026 | $8.7M |
| Q1 2026 | $4.6M |
| Q1 2026 | $1.9M |
| Q1 2026 | $706K |
| Q1 2026 | $520K |
| Q1 2026 | $671K |
| Q1 2026 | $7.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.3M |
| Q1 2026 | $6.5M |
| Q1 2026 | $538K |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.9M |
| Q1 2026 | $832K |
| Q1 2026 | $250K |
| Q1 2026 | $739K |
| Q1 2026 | $249K |
| Q1 2026 | $436K |
| Q1 2026 | $321K |
| Q1 2026 | $1.5M |
| Q1 2026 | $25.3M |
| Q1 2026 | $4.1M |
| Q1 2026 | $3.9M |
| Q1 2026 | $2.5M |
| Q1 2026 | $2.8M |
| Q1 2026 | $340K |
| Q1 2026 | $2M |
| Q1 2026 | $676K |
| Q1 2026 | $342K |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.6M |
| Q1 2026 | $3.5M |
| Q1 2026 | $372K |
| Q2 2026 | $6M |
| Q2 2026 | $1.5M |
| Q2 2026 | $733K |
| Q2 2026 | $325K |
| Q2 2026 | $7.3M |
| Q2 2026 | $891K |
| Q2 2026 | $6.4M |
| Q2 2026 | $503K |
| Q2 2026 | $203K |
| Q2 2026 | $4.9M |
| Q2 2026 | $237K |
| Q2 2026 | $12.7M |
| Q2 2026 | $4.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $792K |
| Q2 2026 | $588K |
| Q2 2026 | $688K |
| Q2 2026 | $10.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $145K |
| Q2 2026 | $9.8M |
| Q2 2026 | $657K |
| Q2 2026 | $1.8M |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $258K |
| Q2 2026 | $1.3M |
| Q2 2026 | $272K |
| Q2 2026 | $492K |
| Q2 2026 | $270K |
| Q2 2026 | $1.7M |
| Q2 2026 | $30.6M |
| Q2 2026 | $5.1M |
| Q2 2026 | $4.7M |
| Q2 2026 | $2.4M |
| Q2 2026 | $265K |
| Q2 2026 | $294K |
| Q2 2026 | $3M |
| Q2 2026 | $361K |
| Q2 2026 | $1.6M |
| Q2 2026 | $618K |
| Q2 2026 | $314K |
| Q2 2026 | $4.7M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.7M |
| Q2 2026 | $9K |
| Q2 2026 | $8.3M |
| Q3 2026 | $5.8M |
| Q3 2026 | $1.3M |
| Q3 2026 | $623K |
| Q3 2026 | $317K |
| Q3 2026 | $7.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $6.6M |
| Q3 2026 | $276K |
| Q3 2026 | $230K |
| Q3 2026 | $210K |
| Q3 2026 | $4.4M |
| Q3 2026 | $274K |
| Q3 2026 | $12M |
| Q3 2026 | $4.2M |
| Q3 2026 | $877K |
| Q3 2026 | $791K |
| Q3 2026 | $716K |
| Q3 2026 | $662K |
| Q3 2026 | $10.5M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $166K |
| Q3 2026 | $11.6M |
| Q3 2026 | $582K |
| Q3 2026 | $1.5M |
| Q3 2026 | $4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $231K |
| Q3 2026 | $1.4M |
| Q3 2026 | $289K |
| Q3 2026 | $262K |
| Q3 2026 | $438K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $29.9M |
| Q3 2026 | $5.3M |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $279K |
| Q3 2026 | $309K |
| Q3 2026 | $2.8M |
| Q3 2026 | $628K |
| Q3 2026 | $1.2M |
| Q3 2026 | $11K |
| Q3 2026 | $215K |
| Q3 2026 | $388K |
| Q3 2026 | $655K |
| Q3 2026 | $467K |
| Q3 2026 | $5.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3.8M |
| Q3 2026 | $8K |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 182.5K | — | — |
| Q3 2026 | $8K | 203 | — | — |
| Q3 2026 | $3.8M | 124.6K | — | — |
| Q3 2026 | $1.5M | 35.6K | — | — |
| Q3 2026 | $5.5M | 146.0K | — | — |
| Q3 2026 | $467K | 9.7K | — | — |
| Q3 2026 | $655K | 13.5K | — | — |
| Q3 2026 | $388K | 8.6K | — | — |
| Q3 2026 | $215K | 2.8K | — | — |
| Q3 2026 | $11K | 147 | — | — |
| Q3 2026 | $1.2M | 26.0K | — | — |
| Q3 2026 | $628K | 20.5K | — | — |
| Q3 2026 | $2.8M | 165.2K | — | — |
| Q3 2026 | $309K | 5.2K | — | — |
| Q3 2026 | $279K | 4.7K | — | — |
| Q3 2026 | $1.9M | 18.6K | — | — |
| Q3 2026 | $4.4M | 59.5K | — | — |
| Q3 2026 | $5.3M | 67.6K | — | — |
| Q3 2026 | $29.9M | 265.2K | — | — |
| Q3 2026 | $1.5M | 53.8K | — | — |
| Q3 2026 | $1.1M | 23.8K | — | — |
| Q3 2026 | $438K | 10.7K | — | — |
| Q3 2026 | $262K | 2.3K | — | — |
| Q3 2026 | $289K | 3.1K | — | — |
| Q3 2026 | $1.4M | 7.8K | — | — |
| Q3 2026 | $231K | 10.2K | — | — |
| Q3 2026 | $1.3M | 7.1K | — | — |
| Q3 2026 | $4M | 41.7K | — | — |
| Q3 2026 | $1.5M | 10.9K | — | — |
| Q3 2026 | $582K | 4.3K | — | — |
| Q3 2026 | $11.6M | 112.5K | — | — |
| Q3 2026 | $166K | 1.6K | — | — |
| Q3 2026 | $1.4M | 40.8K | — | — |
| Q3 2026 | $2.1M | 12.7K | — | — |
| Q3 2026 | $10.5M | 47.5K | — | — |
| Q3 2026 | $662K | 8.6K | — | — |
| Q3 2026 | $716K | 5.5K | — | — |
| Q3 2026 | $791K | 13.1K | — | — |
| Q3 2026 | $877K | 6.6K | — | — |
| Q3 2026 | $4.2M | 90.0K | — | — |
| Q3 2026 | $12M | 36.3K | — | — |
| Q3 2026 | $274K | 1.7K | — | — |
| Q3 2026 | $4.4M | 24.3K | — | — |
| Q3 2026 | $210K | 5.5K | — | — |
| Q3 2026 | $230K | 8.1K | — | — |
| Q3 2026 | $276K | 5.7K | — | — |
| Q3 2026 | $6.6M | 22.9K | — | — |
| Q3 2026 | $1.1M | 4.0K | — | — |
| Q3 2026 | $7.1M | 76.2K | — | — |
| Q3 2026 | $317K | 3.2K | — | — |
| Q3 2026 | $623K | 6.0K | — | — |
| Q3 2026 | $1.3M | 7.1K | — | — |
| Q3 2026 | $5.8M | 118.0K | — | — |
| Q2 2026 | $8.3M | 193.3K | — | — |
| Q2 2026 | $9K | 203 | — | — |
| Q2 2026 | $3.7M | 123.4K | — | — |
| Q2 2026 | $1.7M | 38.1K | — | — |
| Q2 2026 | $4.7M | 128.0K | — | — |
| Q2 2026 | $314K | 6.2K | — | — |
| Q2 2026 | $618K | 12.4K | — | — |
| Q2 2026 | $1.6M | 31.7K | — | — |
| Q2 2026 | $361K | 13.3K | — | — |
| Q2 2026 | $3M | 169.7K | — | — |
| Q2 2026 | $294K | 5.2K | — | — |
| Q2 2026 | $265K | 4.7K | — | — |
| Q2 2026 | $2.4M | 18.4K | — | — |
| Q2 2026 | $4.7M | 62.4K | — | — |
| Q2 2026 | $5.1M | 62.8K | — | — |
| Q2 2026 | $30.6M | 266.0K | — | — |
| Q2 2026 | $1.7M | 57.3K | — | — |
| Q2 2026 | $270K | 6.0K | — | — |
| Q2 2026 | $492K | 11.3K | — | — |
| Q2 2026 | $272K | 2.9K | — | — |
| Q2 2026 | $1.3M | 7.0K | — | — |
| Q2 2026 | $258K | 10.3K | — | — |
| Q2 2026 | $1.2M | 6.0K | — | — |
| Q2 2026 | $4.1M | 41.9K | — | — |
| Q2 2026 | $1.8M | 12.0K | — | — |
| Q2 2026 | $657K | 4.6K | — | — |
| Q2 2026 | $9.8M | 109.1K | — | — |
| Q2 2026 | $145K | 1.6K | — | — |
| Q2 2026 | $1.3M | 40.6K | — | — |
| Q2 2026 | $1.5M | 11.5K | — | — |
| Q2 2026 | $10.4M | 47.7K | — | — |
| Q2 2026 | $688K | 8.7K | — | — |
| Q2 2026 | $588K | 4.8K | — | — |
| Q2 2026 | $792K | 12.7K | — | — |
| Q2 2026 | $1.7M | 11.9K | — | — |
| Q2 2026 | $4.6M | 95.5K | — | — |
| Q2 2026 | $12.7M | 37.9K | — | — |
| Q2 2026 | $237K | 1.5K | — | — |
| Q2 2026 | $4.9M | 24.4K | — | — |
| Q2 2026 | $203K | 5.5K | — | — |
| Q2 2026 | $503K | 8.2K | — | — |
| Q2 2026 | $6.4M | 24.2K | — | — |
| Q2 2026 | $891K | 3.6K | — | — |
| Q2 2026 | $7.3M | 77.9K | — | — |
| Q2 2026 | $325K | 3.2K | — | — |
| Q2 2026 | $733K | 6.7K | — | — |
| Q2 2026 | $1.5M | 7.1K | — | — |
| Q2 2026 | $6M | 123.6K | — | — |
| Q1 2026 | $372K | 9.4K | — | — |
| Q1 2026 | $3.5M | 125.7K | — | — |
| Q1 2026 | $1.6M | 37.5K | — | — |
| Q1 2026 | $4.2M | 123.6K | — | — |
| Q1 2026 | $342K | 7.0K | — | — |
| Q1 2026 | $676K | 13.6K | — | — |
| Q1 2026 | $2M | 40.1K | — | — |
| Q1 2026 | $340K | 11.9K | — | — |
| Q1 2026 | $2.8M | 157.6K | — | — |
| Q1 2026 | $2.5M | 22.2K | — | — |
| Q1 2026 | $3.9M | 64.8K | — | — |
| Q1 2026 | $4.1M | 60.5K | — | — |
| Q1 2026 | $25.3M | 269.9K | — | — |
| Q1 2026 | $1.5M | 58.3K | — | — |
| Q1 2026 | $321K | 7.2K | — | — |
| Q1 2026 | $436K | 10.0K | — | — |
| Q1 2026 | $249K | 2.9K | — | — |
| Q1 2026 | $739K | 4.5K | — | — |
| Q1 2026 | $250K | 10.1K | — | — |
| Q1 2026 | $832K | 5.4K | — | — |
| Q1 2026 | $3.9M | 41.7K | — | — |
| Q1 2026 | $1.5M | 12.0K | — | — |
| Q1 2026 | $538K | 4.5K | — | — |
| Q1 2026 | $6.5M | 104.2K | — | — |
| Q1 2026 | $1.3M | 39.9K | — | — |
| Q1 2026 | $1.4M | 12.4K | — | — |
| Q1 2026 | $7.6M | 47.8K | — | — |
| Q1 2026 | $671K | 8.8K | — | — |
| Q1 2026 | $520K | 4.7K | — | — |
| Q1 2026 | $706K | 12.6K | — | — |
| Q1 2026 | $1.9M | 15.5K | — | — |
| Q1 2026 | $4.6M | 98.1K | — | — |
| Q1 2026 | $8.7M | 40.3K | — | — |
| Q1 2026 | $348K | 2.7K | — | — |
| Q1 2026 | $3.9M | 24.4K | — | — |
| Q1 2026 | $288K | 8.4K | — | — |
| Q1 2026 | $413K | 8.9K | — | — |
| Q1 2026 | $6M | 25.5K | — | — |
| Q1 2026 | $839K | 4.2K | — | — |
| Q1 2026 | $7.7M | 83.0K | — | — |
| Q1 2026 | $302K | 3.2K | — | — |
| Q1 2026 | $660K | 6.4K | — | — |
| Q1 2026 | $1.1M | 6.8K | — | — |
| Q1 2026 | $7M | 138.2K | — | — |
| Q4 2025 | $320K | 8.4K | — | — |
| Q4 2025 | $3.6M | 128.3K | — | — |
| Q4 2025 | $828K | 18.7K | — | — |
| Q4 2025 | $4.4M | 128.7K | — | — |
| Q4 2025 | $467K | 9.3K | — | — |
| Q4 2025 | $2.1M | 41.6K | — | — |
| Q4 2025 | $273K | 11.7K | — | — |
| Q4 2025 | $2.8M | 151.7K | — | — |
| Q4 2025 | $2.2M | 22.1K | — | — |
| Q4 2025 | $4.2M | 66.5K | — | — |
| Q4 2025 | $4M | 57.0K | — | — |
| Q4 2025 | $26.1M | 269.1K | — | — |
| Q4 2025 | $1.5M | 56.8K | — | — |
| Q4 2025 | $341K | 9.0K | — | — |
| Q4 2025 | $243K | 3.1K | — | — |
| Q4 2025 | $448K | 2.9K | — | — |
| Q4 2025 | $212K | 10.3K | — | — |
| Q4 2025 | $854K | 5.3K | — | — |
| Q4 2025 | $3.4M | 39.8K | — | — |
| Q4 2025 | $1.6M | 12.4K | — | — |
| Q4 2025 | $509K | 4.5K | — | — |
| Q4 2025 | $7.5M | 105.1K | — | — |
| Q4 2025 | $1.2M | 39.9K | — | — |
| Q4 2025 | $1.6M | 12.6K | — | — |
| Q4 2025 | $8.2M | 49.0K | — | — |
| Q4 2025 | $570K | 8.8K | — | — |
| Q4 2025 | $484K | 4.2K | — | — |
| Q4 2025 | $756K | 12.5K | — | — |
| Q4 2025 | $1.8M | 15.2K | — | — |
| Q4 2025 | $4.3M | 92.2K | — | — |
| Q4 2025 | $10.4M | 45.3K | — | — |
| Q4 2025 | $367K | 2.6K | — | — |
| Q4 2025 | $4.1M | 25.4K | — | — |
| Q4 2025 | $401K | 9.0K | — | — |
| Q4 2025 | $6.8M | 25.1K | — | — |
| Q4 2025 | $775K | 3.8K | — | — |
| Q4 2025 | $7.1M | 77.3K | — | — |
| Q4 2025 | $284K | 3.2K | — | — |
| Q4 2025 | $506K | 4.7K | — | — |
| Q4 2025 | $1.1M | 6.8K | — | — |
| Q4 2025 | $7.1M | 159.1K | — | — |
| Q3 2025 | $237K | 6.2K | — | — |
| Q3 2025 | $8K | 203 | — | — |
| Q3 2025 | $3.5M | 126.1K | — | — |
| Q3 2025 | $905K | 20.4K | — | — |
| Q3 2025 | $11.1M | 332.3K | — | — |
| Q3 2025 | $246K | 5.0K | — | — |
| Q3 2025 | $491K | 9.9K | — | — |
| Q3 2025 | $810K | 41.9K | — | — |
| Q3 2025 | $2.7M | 52.7K | — | — |
| Q3 2025 | $304K | 11.7K | — | — |
| Q3 2025 | $3.1M | 167.5K | — | — |
| Q3 2025 | $1.9M | 19.2K | — | — |
| Q3 2025 | $4.2M | 67.1K | — | — |
| Q3 2025 | $3M | 44.1K | — | — |
| Q3 2025 | $27.2M | 275.6K | — | — |
| Q3 2025 | $2M | 76.7K | — | — |
| Q3 2025 | $364K | 9.5K | — | — |
| Q3 2025 | $216K | 2.9K | — | — |
| Q3 2025 | $331K | 2.2K | — | — |
| Q3 2025 | $198K | 10.3K | — | — |
| Q3 2025 | $857K | 5.3K | — | — |
| Q3 2025 | $3.3M | 39.6K | — | — |
| Q3 2025 | $1.6M | 13.1K | — | — |
| Q3 2025 | $587K | 5.4K | — | — |
| Q3 2025 | $8.1M | 106.7K | — | — |
| Q3 2025 | $123K | 1.6K | — | — |
| Q3 2025 | $1.1M | 39.5K | — | — |
| Q3 2025 | $1.6M | 11.9K | — | — |
| Q3 2025 | $8.2M | 49.0K | — | — |
| Q3 2025 | $543K | 8.8K | — | — |
| Q3 2025 | $492K | 4.5K | — | — |
| Q3 2025 | $747K | 12.6K | — | — |
| Q3 2025 | $1.9M | 16.2K | — | — |
| Q3 2025 | $4.5M | 96.3K | — | — |
| Q3 2025 | $13.2M | 57.6K | — | — |
| Q3 2025 | $308K | 2.2K | — | — |
| Q3 2025 | $4.1M | 25.4K | — | — |
| Q3 2025 | $384K | 9.2K | — | — |
| Q3 2025 | $7M | 25.0K | — | — |
| Q3 2025 | $795K | 4.4K | — | — |
| Q3 2025 | $7M | 74.8K | — | — |
| Q3 2025 | $323K | 3.7K | — | — |
| Q3 2025 | $17K | 150 | — | — |
| Q3 2025 | $534K | 4.8K | — | — |
| Q3 2025 | $298K | 15.5K | — | — |
| Q3 2025 | $1.2M | 7.4K | — | — |
| Q3 2025 | $10M | 231.1K | — | — |