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LeConte Wealth Management, LLC → FPF
LeConte Wealth Management, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q1 2026 | $2.9M |
| Q2 2026 | $4M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 35.4K | — | — |
| Q2 2026 | $4M | 44.0K | — | — |
| Q1 2026 | $2.9M | 46.8K | — | — |
| Q4 2025 | $3.4M | 47.5K | — | — |