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HCR Wealth Advisors FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
28
Latest value
$2.5M
Q3 2026
Peak value
$28.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $556K |
| Q4 2025 | $18.2M |
| Q4 2025 | $427K |
| Q4 2025 | $402K |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.7M |
| Q1 2026 | $547K |
| Q1 2026 | $17.7M |
| Q1 2026 | $423K |
| Q1 2026 | $429K |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.1M |
| Q2 2026 | $686K |
| Q2 2026 | $18.4M |
| Q2 2026 | $429K |
| Q2 2026 | $302K |
| Q2 2026 | $541K |
| Q2 2026 | $1.6M |
| Q2 2026 | $2.5M |
| Q3 2026 | $28.8M |
| Q3 2026 | $217K |
| Q3 2026 | $664K |
| Q3 2026 | $17.5M |
| Q3 2026 | $399K |
| Q3 2026 | $281K |
| Q3 2026 | $623K |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 104.2K | — | — |
| Q3 2026 | $1.4M | 34.8K | — | — |
| Q3 2026 | $623K | 16.6K | — | — |
| Q3 2026 | $281K | 6.1K | — | — |
| Q3 2026 | $399K | 8.3K | — | — |
| Q3 2026 | $17.5M | 1.03M | — | — |
| Q3 2026 | $664K | 9.0K | — | — |
| Q3 2026 | $217K | 2.1K | — | — |
| Q3 2026 | $28.8M | 1.51M | — | — |
| Q2 2026 | $2.5M | 99.8K | — | — |
| Q2 2026 | $1.6M | 37.1K | — | — |
| Q2 2026 | $541K | 14.8K | — | — |
| Q2 2026 | $302K | 6.1K | — | — |
| Q2 2026 | $429K | 8.3K | — | — |
| Q2 2026 | $18.4M | 1.03M | — | — |
| Q2 2026 | $686K | 9.0K | — | — |
| Q1 2026 | $2.1M | 84.6K | — | — |
| Q1 2026 | $1.6M | 36.6K | — | — |
| Q1 2026 | $429K | 12.7K | — | — |
| Q1 2026 | $423K | 8.3K | — | — |
| Q1 2026 | $17.7M | 999.2K | — | — |
| Q1 2026 | $547K | 9.0K | — | — |
| Q4 2025 | $1.7M | 65.8K | — | — |
| Q4 2025 | $1.6M | 36.3K | — | — |
| Q4 2025 | $402K | 11.7K | — | — |
| Q4 2025 | $427K | 8.3K | — | — |
| Q4 2025 | $18.2M | 998.2K | — | — |
| Q4 2025 | $556K | 8.8K | — | — |