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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → FPF
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
6
Latest value
$4.1M
Q3 2026
Peak value
$5.9M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5.4M |
| Q1 2026 | $3.9M |
| Q2 2026 | $5.9M |
| Q2 2026 | $4.1M |
| Q3 2026 | $5.8M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 103.2K | — | — |
| Q3 2026 | $5.8M | 302.0K | — | — |
| Q2 2026 | $4.1M | 101.0K | — | — |
| Q2 2026 | $5.9M | 301.7K | — | — |
| Q1 2026 | $3.9M | 96.9K | — | — |
| Q1 2026 | $5.4M | 321.4K | — | — |