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Gaddis Premier Wealth Advisors LLC → FPF
Gaddis Premier Wealth Advisors LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
39
Latest value
$741K
Q3 2026
Peak value
$14.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $464K |
| Q4 2025 | $203K |
| Q4 2025 | $4.6M |
| Q4 2025 | $4.6M |
| Q4 2025 | $8.9M |
| Q4 2025 | $4.8M |
| Q4 2025 | $199K |
| Q4 2025 | $325K |
| Q4 2025 | $5.9M |
| Q4 2025 | $5.7M |
| Q1 2026 | $374K |
| Q1 2026 | $207K |
| Q1 2026 | $4.2M |
| Q1 2026 | $5.1M |
| Q1 2026 | $8.8M |
| Q1 2026 | $5.5M |
| Q1 2026 | $320K |
| Q1 2026 | $6M |
| Q1 2026 | $6M |
| Q2 2026 | $367K |
| Q2 2026 | $6.5M |
| Q2 2026 | $6.2M |
| Q2 2026 | $11M |
| Q2 2026 | $7M |
| Q2 2026 | $742K |
| Q2 2026 | $6.5M |
| Q2 2026 | $7.1M |
| Q3 2026 | $367K |
| Q3 2026 | $14.3M |
| Q3 2026 | $4.6M |
| Q3 2026 | $4M |
| Q3 2026 | $3.4M |
| Q3 2026 | $226K |
| Q3 2026 | $311K |
| Q3 2026 | $14M |
| Q3 2026 | $4M |
| Q3 2026 | $763K |
| Q3 2026 | $898K |
| Q3 2026 | $741K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $741K | 18.3K | — | — |
| Q3 2026 | $898K | 37.8K | — | — |
| Q3 2026 | $763K | 20.4K | — | — |
| Q3 2026 | $4M | 38.8K | — | — |
| Q3 2026 | $14M | 178.3K | — | — |
| Q3 2026 | $311K | 15.7K | — | — |
| Q3 2026 | $226K | 5.7K | — | — |
| Q3 2026 | $3.4M | 105.5K | — | — |
| Q3 2026 | $4M | 22.8K | — | — |
| Q3 2026 | $4.6M | 44.6K | — | — |
| Q3 2026 | $14.3M | 748.4K | — | — |
| Q3 2026 | $367K | 3.9K | — | — |
| Q2 2026 | $7.1M | 163.4K | — | — |
| Q2 2026 | $6.5M | 262.6K | — | — |
| Q2 2026 | $742K | 20.3K | — | — |
| Q2 2026 | $7M | 52.5K | — | — |
| Q2 2026 | $11M | 135.5K | — | — |
| Q2 2026 | $6.2M | 32.4K | — | — |
| Q2 2026 | $6.5M | 72.4K | — | — |
| Q2 2026 | $367K | 3.9K | — | — |
| Q1 2026 | $6M | 152.0K | — | — |
| Q1 2026 | $6M | 243.5K | — | — |
| Q1 2026 | $320K | 9.5K | — | — |
| Q1 2026 | $5.5M | 49.3K | — | — |
| Q1 2026 | $8.8M | 128.7K | — | — |
| Q1 2026 | $5.1M | 30.9K | — | — |
| Q1 2026 | $4.2M | 67.7K | — | — |
| Q1 2026 | $207K | 4.4K | — | — |
| Q1 2026 | $374K | 4.0K | — | — |
| Q4 2025 | $5.7M | 149.3K | — | — |
| Q4 2025 | $5.9M | 234.7K | — | — |
| Q4 2025 | $325K | 9.5K | — | — |
| Q4 2025 | $199K | 10.3K | — | — |
| Q4 2025 | $4.8M | 48.8K | — | — |
| Q4 2025 | $8.9M | 127.4K | — | — |
| Q4 2025 | $4.6M | 30.1K | — | — |
| Q4 2025 | $4.6M | 64.0K | — | — |
| Q4 2025 | $203K | 4.4K | — | — |
| Q4 2025 | $464K | 5.0K | — | — |