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Elmwood Wealth Management, Inc. → FPF
Elmwood Wealth Management, Inc. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
12
Latest value
$7.2M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $659K |
| Q4 2025 | $5.7M |
| Q1 2026 | $318K |
| Q1 2026 | $638K |
| Q1 2026 | $7.5M |
| Q2 2026 | $455K |
| Q2 2026 | $782K |
| Q2 2026 | $9.1M |
| Q3 2026 | $522K |
| Q3 2026 | $768K |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 69.6K | — | — |
| Q3 2026 | $768K | 6.8K | — | — |
| Q3 2026 | $522K | 5.1K | — | — |
| Q2 2026 | $9.1M | 68.2K | — | — |
| Q2 2026 | $782K | 6.8K | — | — |
| Q2 2026 | $455K | 5.1K | — | — |
| Q1 2026 | $7.5M | 68.0K | — | — |
| Q1 2026 | $638K | 6.8K | — | — |
| Q1 2026 | $318K | 5.1K | — | — |
| Q4 2025 | $5.7M | 58.2K | — | — |
| Q4 2025 | $659K | 6.8K | — | — |
| Q3 2025 | $5.5M | 57.0K | — | — |