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HFG Wealth Management, LLC → FPF

HFG Wealth Management, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
13
Latest value
$522K
Q3 2026
Peak value
$14.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.8M
Q3 2025$2.3M
Q3 2025$6.2M
Q4 2025$11.9M
Q4 2025$1.8M
Q4 2025$5.8M
Q1 2026$14.2M
Q1 2026$2.1M
Q1 2026$5.9M
Q2 2026$5.6M
Q2 2026$522K
Q3 2026$5.6M
Q3 2026$522K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$522K10.2K——
Q3 2026$5.6M205.4K——
Q2 2026$522K10.2K——
Q2 2026$5.6M205.4K——
Q1 2026$5.9M174.2K——
Q1 2026$2.1M41.1K——
Q1 2026$14.2M493.1K——
Q4 2025$5.8M169.0K——
Q4 2025$1.8M35.3K——
Q4 2025$11.9M514.2K——
Q3 2025$6.2M185.7K——
Q3 2025$2.3M45.2K——
Q3 2025$11.8M455.3K——

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