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Green Ridge Wealth Planning LLC → FPF
Green Ridge Wealth Planning LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
6
Latest value
$3.8M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $231K |
| Q4 2025 | $4.3M |
| Q1 2026 | $201K |
| Q2 2026 | $227K |
| Q3 2026 | $247K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 36.8K | — | — |
| Q3 2026 | $247K | 858 | — | — |
| Q2 2026 | $227K | 858 | — | — |
| Q1 2026 | $201K | 858 | — | — |
| Q4 2025 | $4.3M | 60.7K | — | — |
| Q4 2025 | $231K | 858 | — | — |