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Fiscal Wisdom Wealth Management, LLC → FPF
Fiscal Wisdom Wealth Management, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
6
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $221K |
| Q4 2025 | $442K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.3M |
| Q3 2026 | $219K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 23.1K | — | — |
| Q3 2026 | $219K | 2.1K | — | — |
| Q2 2026 | $1.3M | 17.2K | — | — |
| Q1 2026 | $1.1M | 15.1K | — | — |
| Q4 2025 | $442K | 6.2K | — | — |
| Q3 2025 | $221K | 3.2K | — | — |