Back to FPF

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. → FPF

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
12
Latest value
$2K
Q3 2026
Peak value
$5.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.8M
Q1 2026$3.8M
Q1 2026$2.2M
Q2 2026$4M
Q2 2026$5.1M
Q2 2026$2.5M
Q3 2026$106K
Q3 2026$4M
Q3 2026$79K
Q3 2026$4.6M
Q3 2026$2.3M
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K18——
Q3 2026$2.3M29.4K——
Q3 2026$4.6M195.6K——
Q3 2026$79K446——
Q3 2026$4M209.4K——
Q3 2026$106K1.0K——
Q2 2026$2.5M31.0K——
Q2 2026$5.1M211.9K——
Q2 2026$4M215.1K——
Q1 2026$2.2M31.6K——
Q1 2026$3.8M214.1K——
Q4 2025$3.8M217.0K——

Other funds holding FPF

Other FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. positions

SPY

SPDR S&P 500 ETF TR

$13.7M
SPY

STATE STR SPDR S&P 500 ETF T

$13.3M
GLW

CORNING INC

$10.5M
IBM

INTERNATIONAL BUSINESS MACHS

$7.7M
IRM

IRON MTN INC DEL

$7.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$7.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$7.2M
IRM

IRON MTN INC DEL

$7M