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Lee Financial Co FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
8
Latest value
$206K
Q3 2026
Peak value
$30.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $27.9M |
| Q4 2025 | $26.8M |
| Q1 2026 | $30.1M |
| Q1 2026 | $222K |
| Q2 2026 | $30.2M |
| Q2 2026 | $267K |
| Q3 2026 | $28.9M |
| Q3 2026 | $206K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $206K | 2.0K | — | — |
| Q3 2026 | $28.9M | 704.3K | — | — |
| Q2 2026 | $267K | 2.0K | — | — |
| Q2 2026 | $30.2M | 693.6K | — | — |
| Q1 2026 | $222K | 2.0K | — | — |
| Q1 2026 | $30.1M | 688.4K | — | — |
| Q4 2025 | $26.8M | 707.8K | — | — |
| Q3 2025 | $27.9M | 729.9K | — | — |