Back to FPF
Keystone Wealth Services, LLC → FPF
Keystone Wealth Services, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
93
Latest value
$3.8M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $706K |
| Q4 2025 | $540K |
| Q4 2025 | $1.3M |
| Q4 2025 | $912K |
| Q4 2025 | $1M |
| Q4 2025 | $2.4M |
| Q4 2025 | $584K |
| Q4 2025 | $1.7M |
| Q4 2025 | $819K |
| Q4 2025 | $559K |
| Q4 2025 | $205K |
| Q4 2025 | $498K |
| Q4 2025 | $292K |
| Q4 2025 | $926K |
| Q4 2025 | $792K |
| Q4 2025 | $571K |
| Q4 2025 | $331K |
| Q4 2025 | $1.2M |
| Q4 2025 | $4.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $284K |
| Q1 2026 | $597K |
| Q1 2026 | $500K |
| Q1 2026 | $663K |
| Q1 2026 | $547K |
| Q1 2026 | $2.5M |
| Q1 2026 | $849K |
| Q1 2026 | $612K |
| Q1 2026 | $1M |
| Q1 2026 | $866K |
| Q1 2026 | $1.6M |
| Q1 2026 | $322K |
| Q1 2026 | $926K |
| Q1 2026 | $1.9M |
| Q1 2026 | $329K |
| Q1 2026 | $1M |
| Q1 2026 | $4.3M |
| Q1 2026 | $4.5M |
| Q1 2026 | $295K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $321K |
| Q2 2026 | $873K |
| Q2 2026 | $628K |
| Q2 2026 | $1M |
| Q2 2026 | $506K |
| Q2 2026 | $2.8M |
| Q2 2026 | $241K |
| Q2 2026 | $212K |
| Q2 2026 | $256K |
| Q2 2026 | $849K |
| Q2 2026 | $740K |
| Q2 2026 | $1.2M |
| Q2 2026 | $850K |
| Q2 2026 | $2.1M |
| Q2 2026 | $351K |
| Q2 2026 | $934K |
| Q2 2026 | $2M |
| Q2 2026 | $330K |
| Q2 2026 | $1M |
| Q2 2026 | $5.5M |
| Q2 2026 | $4.7M |
| Q2 2026 | $685K |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $349K |
| Q3 2026 | $388K |
| Q3 2026 | $641K |
| Q3 2026 | $1M |
| Q3 2026 | $493K |
| Q3 2026 | $2.6M |
| Q3 2026 | $244K |
| Q3 2026 | $256K |
| Q3 2026 | $911K |
| Q3 2026 | $1.5M |
| Q3 2026 | $693K |
| Q3 2026 | $1.1M |
| Q3 2026 | $817K |
| Q3 2026 | $1.9M |
| Q3 2026 | $346K |
| Q3 2026 | $924K |
| Q3 2026 | $1.8M |
| Q3 2026 | $320K |
| Q3 2026 | $1M |
| Q3 2026 | $208K |
| Q3 2026 | $5.8M |
| Q3 2026 | $4.5M |
| Q3 2026 | $622K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 94.5K | — | — |
| Q3 2026 | $1.3M | 29.3K | — | — |
| Q3 2026 | $622K | 15.6K | — | — |
| Q3 2026 | $4.5M | 108.6K | — | — |
| Q3 2026 | $5.8M | 155.8K | — | — |
| Q3 2026 | $208K | 4.3K | — | — |
| Q3 2026 | $1M | 21.5K | — | — |
| Q3 2026 | $320K | 16.5K | — | — |
| Q3 2026 | $1.8M | 22.4K | — | — |
| Q3 2026 | $924K | 46.7K | — | — |
| Q3 2026 | $346K | 3.7K | — | — |
| Q3 2026 | $1.9M | 10.7K | — | — |
| Q3 2026 | $817K | 8.5K | — | — |
| Q3 2026 | $1.1M | 7.9K | — | — |
| Q3 2026 | $693K | 5.1K | — | — |
| Q3 2026 | $1.5M | 14.3K | — | — |
| Q3 2026 | $911K | 16.1K | — | — |
| Q3 2026 | $256K | 1.6K | — | — |
| Q3 2026 | $244K | 1.1K | — | — |
| Q3 2026 | $2.6M | 19.7K | — | — |
| Q3 2026 | $493K | 10.4K | — | — |
| Q3 2026 | $1M | 3.1K | — | — |
| Q3 2026 | $641K | 3.9K | — | — |
| Q3 2026 | $388K | 9.3K | — | — |
| Q3 2026 | $349K | 1.2K | — | — |
| Q3 2026 | $1.4M | 14.5K | — | — |
| Q2 2026 | $3.4M | 87.5K | — | — |
| Q2 2026 | $1.3M | 29.7K | — | — |
| Q2 2026 | $685K | 16.7K | — | — |
| Q2 2026 | $4.7M | 108.3K | — | — |
| Q2 2026 | $5.5M | 149.5K | — | — |
| Q2 2026 | $1M | 20.9K | — | — |
| Q2 2026 | $330K | 16.5K | — | — |
| Q2 2026 | $2M | 25.3K | — | — |
| Q2 2026 | $934K | 44.8K | — | — |
| Q2 2026 | $351K | 3.7K | — | — |
| Q2 2026 | $2.1M | 10.7K | — | — |
| Q2 2026 | $850K | 8.8K | — | — |
| Q2 2026 | $1.2M | 8.1K | — | — |
| Q2 2026 | $740K | 5.1K | — | — |
| Q2 2026 | $849K | 9.5K | — | — |
| Q2 2026 | $256K | 4.7K | — | — |
| Q2 2026 | $212K | 1.6K | — | — |
| Q2 2026 | $241K | 1.1K | — | — |
| Q2 2026 | $2.8M | 20.2K | — | — |
| Q2 2026 | $506K | 10.5K | — | — |
| Q2 2026 | $1M | 3.1K | — | — |
| Q2 2026 | $628K | 3.9K | — | — |
| Q2 2026 | $873K | 19.1K | — | — |
| Q2 2026 | $321K | 1.2K | — | — |
| Q2 2026 | $1.4M | 14.5K | — | — |
| Q1 2026 | $1.7M | 47.7K | — | — |
| Q1 2026 | $1.4M | 33.2K | — | — |
| Q1 2026 | $1.4M | 48.5K | — | — |
| Q1 2026 | $295K | 8.3K | — | — |
| Q1 2026 | $4.5M | 103.3K | — | — |
| Q1 2026 | $4.3M | 126.6K | — | — |
| Q1 2026 | $1M | 20.9K | — | — |
| Q1 2026 | $329K | 16.5K | — | — |
| Q1 2026 | $1.9M | 27.1K | — | — |
| Q1 2026 | $926K | 44.2K | — | — |
| Q1 2026 | $322K | 3.7K | — | — |
| Q1 2026 | $1.6M | 10.7K | — | — |
| Q1 2026 | $866K | 9.4K | — | — |
| Q1 2026 | $1M | 8.1K | — | — |
| Q1 2026 | $612K | 5.1K | — | — |
| Q1 2026 | $849K | 13.6K | — | — |
| Q1 2026 | $2.5M | 20.2K | — | — |
| Q1 2026 | $547K | 11.6K | — | — |
| Q1 2026 | $663K | 3.1K | — | — |
| Q1 2026 | $500K | 3.9K | — | — |
| Q1 2026 | $597K | 13.4K | — | — |
| Q1 2026 | $284K | 1.2K | — | — |
| Q1 2026 | $1.3M | 14.5K | — | — |
| Q4 2025 | $4.6M | 102.7K | — | — |
| Q4 2025 | $1.2M | 23.2K | — | — |
| Q4 2025 | $331K | 16.5K | — | — |
| Q4 2025 | $571K | 31.3K | — | — |
| Q4 2025 | $792K | 11.4K | — | — |
| Q4 2025 | $926K | 43.6K | — | — |
| Q4 2025 | $292K | 3.7K | — | — |
| Q4 2025 | $498K | 7.0K | — | — |
| Q4 2025 | $205K | 1.6K | — | — |
| Q4 2025 | $559K | 3.9K | — | — |
| Q4 2025 | $819K | 9.5K | — | — |
| Q4 2025 | $1.7M | 10.8K | — | — |
| Q4 2025 | $584K | 5.2K | — | — |
| Q4 2025 | $2.4M | 20.2K | — | — |
| Q4 2025 | $1M | 8.2K | — | — |
| Q4 2025 | $912K | 3.4K | — | — |
| Q4 2025 | $1.3M | 14.5K | — | — |
| Q4 2025 | $540K | 11.7K | — | — |
| Q4 2025 | $706K | 3.1K | — | — |