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ELEVATION WEALTH PARTNERS, LLC → FPF
ELEVATION WEALTH PARTNERS, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
54
Latest value
$32K
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $65K |
| Q3 2025 | $30K |
| Q3 2025 | $63K |
| Q3 2025 | $53K |
| Q3 2025 | $54K |
| Q3 2025 | $4.7M |
| Q3 2025 | $27K |
| Q3 2025 | $136K |
| Q3 2025 | $3.2M |
| Q3 2025 | $30K |
| Q4 2025 | $62K |
| Q4 2025 | $30K |
| Q4 2025 | $62K |
| Q4 2025 | $54K |
| Q4 2025 | $54K |
| Q4 2025 | $4.7M |
| Q4 2025 | $26K |
| Q4 2025 | $136K |
| Q4 2025 | $942K |
| Q4 2025 | $30K |
| Q1 2026 | $54K |
| Q1 2026 | $17K |
| Q1 2026 | $31K |
| Q1 2026 | $68K |
| Q1 2026 | $52K |
| Q1 2026 | $52K |
| Q1 2026 | $4.7M |
| Q1 2026 | $23K |
| Q1 2026 | $134K |
| Q1 2026 | $633K |
| Q1 2026 | $31K |
| Q2 2026 | $61K |
| Q2 2026 | $23K |
| Q2 2026 | $34K |
| Q2 2026 | $68K |
| Q2 2026 | $60K |
| Q2 2026 | $64K |
| Q2 2026 | $4.9M |
| Q2 2026 | $29K |
| Q2 2026 | $135K |
| Q2 2026 | $606K |
| Q2 2026 | $34K |
| Q3 2026 | $67K |
| Q3 2026 | $18K |
| Q3 2026 | $31K |
| Q3 2026 | $60K |
| Q3 2026 | $2K |
| Q3 2026 | $57K |
| Q3 2026 | $63K |
| Q3 2026 | $4.9M |
| Q3 2026 | $30K |
| Q3 2026 | $130K |
| Q3 2026 | $587K |
| Q3 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32K | 788 | — | — |
| Q3 2026 | $587K | 31.8K | — | — |
| Q3 2026 | $130K | 7.6K | — | — |
| Q3 2026 | $30K | 507 | — | — |
| Q3 2026 | $4.9M | 208.3K | — | — |
| Q3 2026 | $63K | 559 | — | — |
| Q3 2026 | $57K | 2.1K | — | — |
| Q3 2026 | $2K | 40 | — | — |
| Q3 2026 | $60K | 1.4K | — | — |
| Q3 2026 | $31K | 378 | — | — |
| Q3 2026 | $18K | 368 | — | — |
| Q3 2026 | $67K | 232 | — | — |
| Q2 2026 | $34K | 788 | — | — |
| Q2 2026 | $606K | 31.4K | — | — |
| Q2 2026 | $135K | 7.6K | — | — |
| Q2 2026 | $29K | 507 | — | — |
| Q2 2026 | $4.9M | 206.6K | — | — |
| Q2 2026 | $64K | 557 | — | — |
| Q2 2026 | $60K | 2.1K | — | — |
| Q2 2026 | $68K | 1.4K | — | — |
| Q2 2026 | $34K | 378 | — | — |
| Q2 2026 | $23K | 368 | — | — |
| Q2 2026 | $61K | 232 | — | — |
| Q1 2026 | $31K | 788 | — | — |
| Q1 2026 | $633K | 33.3K | — | — |
| Q1 2026 | $134K | 7.5K | — | — |
| Q1 2026 | $23K | 507 | — | — |
| Q1 2026 | $4.7M | 206.2K | — | — |
| Q1 2026 | $52K | 555 | — | — |
| Q1 2026 | $52K | 2.1K | — | — |
| Q1 2026 | $68K | 1.4K | — | — |
| Q1 2026 | $31K | 378 | — | — |
| Q1 2026 | $17K | 368 | — | — |
| Q1 2026 | $54K | 232 | — | — |
| Q4 2025 | $30K | 788 | — | — |
| Q4 2025 | $942K | 48.6K | — | — |
| Q4 2025 | $136K | 7.5K | — | — |
| Q4 2025 | $26K | 507 | — | — |
| Q4 2025 | $4.7M | 200.1K | — | — |
| Q4 2025 | $54K | 553 | — | — |
| Q4 2025 | $54K | 2.1K | — | — |
| Q4 2025 | $62K | 1.4K | — | — |
| Q4 2025 | $30K | 378 | — | — |
| Q4 2025 | $62K | 232 | — | — |
| Q3 2025 | $30K | 788 | — | — |
| Q3 2025 | $3.2M | 164.1K | — | — |
| Q3 2025 | $136K | 7.4K | — | — |
| Q3 2025 | $27K | 507 | — | — |
| Q3 2025 | $4.7M | 198.8K | — | — |
| Q3 2025 | $54K | 551 | — | — |
| Q3 2025 | $53K | 2.1K | — | — |
| Q3 2025 | $63K | 1.4K | — | — |
| Q3 2025 | $30K | 378 | — | — |
| Q3 2025 | $65K | 232 | — | — |