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Higgins & Schmidt Wealth Strategies LLC → FPF
Higgins & Schmidt Wealth Strategies LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
16
Latest value
$463K
Q3 2026
Peak value
$5.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.6M |
| Q4 2025 | $588K |
| Q4 2025 | $297K |
| Q4 2025 | $393K |
| Q1 2026 | $5.5M |
| Q1 2026 | $594K |
| Q1 2026 | $287K |
| Q1 2026 | $431K |
| Q2 2026 | $5.5M |
| Q2 2026 | $658K |
| Q2 2026 | $337K |
| Q2 2026 | $460K |
| Q3 2026 | $5.3M |
| Q3 2026 | $598K |
| Q3 2026 | $308K |
| Q3 2026 | $463K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $463K | 14.4K | — | — |
| Q3 2026 | $308K | 1.7K | — | — |
| Q3 2026 | $598K | 4.4K | — | — |
| Q3 2026 | $5.3M | 113.8K | — | — |
| Q2 2026 | $460K | 14.4K | — | — |
| Q2 2026 | $337K | 1.7K | — | — |
| Q2 2026 | $658K | 4.5K | — | — |
| Q2 2026 | $5.5M | 114.9K | — | — |
| Q1 2026 | $431K | 14.4K | — | — |
| Q1 2026 | $287K | 1.9K | — | — |
| Q1 2026 | $594K | 4.6K | — | — |
| Q1 2026 | $5.5M | 116.9K | — | — |
| Q4 2025 | $393K | 14.4K | — | — |
| Q4 2025 | $297K | 1.9K | — | — |
| Q4 2025 | $588K | 4.7K | — | — |
| Q4 2025 | $5.6M | 121.1K | — | — |