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Keystone Financial Group, Inc. → FPF

Keystone Financial Group, Inc. FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3K
Q3 2025$3.1M
Q4 2025$3K
Q4 2025$3.1M
Q1 2026$4K
Q1 2026$3.6M
Q2 2026$3.6M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M33.9K——
Q2 2026$3.6M82.3K——
Q1 2026$3.6M81.7K——
Q1 2026$4K23——
Q4 2025$3.1M82.5K——
Q4 2025$3K21——
Q3 2025$3.1M79.9K——
Q3 2025$3K16——

Other funds holding FPF

Other Keystone Financial Group, Inc. positions

VGES

VANGUARD MALVERN FDS

$23.5M
VGES

VANGUARD MALVERN FDS

$22.7M
VGES

VANGUARD MALVERN FDS

$21.2M
ETHA

ISHARES TR

$19M
ETHA

ISHARES TR

$18.2M
ETHA

ISHARES TR

$18.1M
VGES

VANGUARD MALVERN FDS

$14.2M
DIOD

DIMENSIONAL ETF TRUST

$12.9M