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Five Pine Wealth Management → FPF

Five Pine Wealth Management FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
13
Latest value
$2.4M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.2M
Q4 2025$3.8M
Q4 2025$1.6M
Q1 2026$4.9M
Q1 2026$3.7M
Q1 2026$1.7M
Q2 2026$5.9M
Q2 2026$208K
Q2 2026$3.8M
Q2 2026$2.4M
Q3 2026$5.4M
Q3 2026$3.9M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M80.0K——
Q3 2026$3.9M103.0K——
Q3 2026$5.4M68.9K——
Q2 2026$2.4M81.5K——
Q2 2026$3.8M104.8K——
Q2 2026$208K3.7K——
Q2 2026$5.9M73.0K——
Q1 2026$1.7M61.4K——
Q1 2026$3.7M109.4K——
Q1 2026$4.9M72.2K——
Q4 2025$1.6M55.7K——
Q4 2025$3.8M112.2K——
Q4 2025$5.2M74.5K——

Other funds holding FPF

Other Five Pine Wealth Management positions

VGES

VANGUARD BD INDEX FDS

$24.5M
VGES

VANGUARD BD INDEX FDS

$24.2M
VGES

VANGUARD BD INDEX FDS

$23.8M
VGES

VANGUARD INTL EQUITY INDEX F

$23.2M
VGES

VANGUARD INTL EQUITY INDEX F

$23.1M
VGES

VANGUARD BD INDEX FDS

$23M
VGES

VANGUARD INTL EQUITY INDEX F

$20.7M
VGES

VANGUARD INTL EQUITY INDEX F

$20.5M