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Grantvest Financial Group LLC → FPF
Grantvest Financial Group LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
60
Latest value
$148K
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $334K |
| Q3 2025 | $215K |
| Q3 2025 | $370K |
| Q3 2025 | $1.4M |
| Q3 2025 | $370K |
| Q3 2025 | $305K |
| Q3 2025 | $1.5M |
| Q4 2025 | $245K |
| Q4 2025 | $307K |
| Q4 2025 | $367K |
| Q4 2025 | $1.5M |
| Q4 2025 | $577K |
| Q4 2025 | $217K |
| Q4 2025 | $1.5M |
| Q4 2025 | $113K |
| Q1 2026 | $232K |
| Q1 2026 | $18K |
| Q1 2026 | $302K |
| Q1 2026 | $346K |
| Q1 2026 | $393K |
| Q1 2026 | $51K |
| Q1 2026 | $1.6M |
| Q1 2026 | $776K |
| Q1 2026 | $18K |
| Q1 2026 | $276K |
| Q1 2026 | $1.6M |
| Q1 2026 | $122K |
| Q2 2026 | $245K |
| Q2 2026 | $19K |
| Q2 2026 | $284K |
| Q2 2026 | $200K |
| Q2 2026 | $473K |
| Q2 2026 | $616K |
| Q2 2026 | $70K |
| Q2 2026 | $534K |
| Q2 2026 | $1.9M |
| Q2 2026 | $23K |
| Q2 2026 | $958K |
| Q2 2026 | $290K |
| Q2 2026 | $11K |
| Q2 2026 | $207K |
| Q2 2026 | $363K |
| Q2 2026 | $1.9M |
| Q2 2026 | $148K |
| Q3 2026 | $226K |
| Q3 2026 | $18K |
| Q3 2026 | $280K |
| Q3 2026 | $481K |
| Q3 2026 | $718K |
| Q3 2026 | $81K |
| Q3 2026 | $664K |
| Q3 2026 | $2M |
| Q3 2026 | $785K |
| Q3 2026 | $15K |
| Q3 2026 | $503K |
| Q3 2026 | $8K |
| Q3 2026 | $201K |
| Q3 2026 | $451K |
| Q3 2026 | $1.8M |
| Q3 2026 | $148K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $148K | 3.6K | — | — |
| Q3 2026 | $1.8M | 43.3K | — | — |
| Q3 2026 | $451K | 12.0K | — | — |
| Q3 2026 | $201K | 4.1K | — | — |
| Q3 2026 | $8K | 170 | — | — |
| Q3 2026 | $503K | 10.4K | — | — |
| Q3 2026 | $15K | 141 | — | — |
| Q3 2026 | $785K | 7.6K | — | — |
| Q3 2026 | $2M | 25.1K | — | — |
| Q3 2026 | $664K | 3.8K | — | — |
| Q3 2026 | $81K | 783 | — | — |
| Q3 2026 | $718K | 7.0K | — | — |
| Q3 2026 | $481K | 2.2K | — | — |
| Q3 2026 | $280K | 3.0K | — | — |
| Q3 2026 | $18K | 175 | — | — |
| Q3 2026 | $226K | 2.2K | — | — |
| Q2 2026 | $148K | 3.4K | — | — |
| Q2 2026 | $1.9M | 43.0K | — | — |
| Q2 2026 | $363K | 9.9K | — | — |
| Q2 2026 | $207K | 4.4K | — | — |
| Q2 2026 | $11K | 229 | — | — |
| Q2 2026 | $290K | 5.8K | — | — |
| Q2 2026 | $958K | 7.2K | — | — |
| Q2 2026 | $23K | 173 | — | — |
| Q2 2026 | $1.9M | 23.7K | — | — |
| Q2 2026 | $534K | 2.8K | — | — |
| Q2 2026 | $70K | 783 | — | — |
| Q2 2026 | $616K | 6.9K | — | — |
| Q2 2026 | $473K | 2.2K | — | — |
| Q2 2026 | $200K | 4.2K | — | — |
| Q2 2026 | $284K | 3.0K | — | — |
| Q2 2026 | $19K | 175 | — | — |
| Q2 2026 | $245K | 2.2K | — | — |
| Q1 2026 | $122K | 3.1K | — | — |
| Q1 2026 | $1.6M | 41.8K | — | — |
| Q1 2026 | $276K | 5.6K | — | — |
| Q1 2026 | $18K | 165 | — | — |
| Q1 2026 | $776K | 7.0K | — | — |
| Q1 2026 | $1.6M | 23.3K | — | — |
| Q1 2026 | $51K | 810 | — | — |
| Q1 2026 | $393K | 6.3K | — | — |
| Q1 2026 | $346K | 2.2K | — | — |
| Q1 2026 | $302K | 3.3K | — | — |
| Q1 2026 | $18K | 175 | — | — |
| Q1 2026 | $232K | 2.3K | — | — |
| Q4 2025 | $113K | 3.0K | — | — |
| Q4 2025 | $1.5M | 39.1K | — | — |
| Q4 2025 | $217K | 5.2K | — | — |
| Q4 2025 | $577K | 5.9K | — | — |
| Q4 2025 | $1.5M | 21.6K | — | — |
| Q4 2025 | $367K | 2.2K | — | — |
| Q4 2025 | $307K | 3.3K | — | — |
| Q4 2025 | $245K | 2.3K | — | — |
| Q3 2025 | $1.5M | 40.3K | — | — |
| Q3 2025 | $305K | 7.5K | — | — |
| Q3 2025 | $370K | 3.8K | — | — |
| Q3 2025 | $1.4M | 20.5K | — | — |
| Q3 2025 | $370K | 2.2K | — | — |
| Q3 2025 | $215K | 4.7K | — | — |
| Q3 2025 | $334K | 3.6K | — | — |