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FOCUS Wealth Advisors, LLC → FPF
FOCUS Wealth Advisors, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
10
Latest value
$6.3M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.6M |
| Q4 2025 | $6.2M |
| Q4 2025 | $6.3M |
| Q1 2026 | $6.2M |
| Q1 2026 | $5.8M |
| Q1 2026 | $5.9M |
| Q2 2026 | $6.7M |
| Q2 2026 | $6.3M |
| Q3 2026 | $6.9M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 168.8K | — | — |
| Q3 2026 | $6.9M | 89.7K | — | — |
| Q2 2026 | $6.3M | 172.1K | — | — |
| Q2 2026 | $6.7M | 91.2K | — | — |
| Q1 2026 | $5.9M | 167.5K | — | — |
| Q1 2026 | $5.8M | 171.2K | — | — |
| Q1 2026 | $6.2M | 88.8K | — | — |
| Q4 2025 | $6.3M | 176.0K | — | — |
| Q4 2025 | $6.2M | 180.0K | — | — |
| Q4 2025 | $6.6M | 93.6K | — | — |