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New England Private Wealth Advisors LLC → FPF
New England Private Wealth Advisors LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
36
Latest value
$16.2M
Q3 2026
Peak value
$81.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $990K |
| Q3 2025 | $9.8M |
| Q3 2025 | $35.3M |
| Q3 2025 | $11.6M |
| Q3 2025 | $3.8M |
| Q3 2025 | $14.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $9.9M |
| Q4 2025 | $9.9M |
| Q4 2025 | $35.1M |
| Q4 2025 | $35.1M |
| Q4 2025 | $11.7M |
| Q4 2025 | $11.7M |
| Q4 2025 | $81.5M |
| Q4 2025 | $3.9M |
| Q4 2025 | $13.8M |
| Q4 2025 | $13.8M |
| Q1 2026 | $1.2M |
| Q1 2026 | $8.8M |
| Q1 2026 | $35.9M |
| Q1 2026 | $13.9M |
| Q1 2026 | $3.9M |
| Q1 2026 | $13.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $10.5M |
| Q2 2026 | $38M |
| Q2 2026 | $14M |
| Q2 2026 | $3.9M |
| Q2 2026 | $15.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $11.3M |
| Q3 2026 | $35.6M |
| Q3 2026 | $12.8M |
| Q3 2026 | $4M |
| Q3 2026 | $16.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.2M | 143.6K | — | — |
| Q3 2026 | $4M | 89.0K | — | — |
| Q3 2026 | $12.8M | 311.5K | — | — |
| Q3 2026 | $35.6M | 759.0K | — | — |
| Q3 2026 | $11.3M | 69.3K | — | — |
| Q3 2026 | $1.3M | 26.1K | — | — |
| Q2 2026 | $15.4M | 143.3K | — | — |
| Q2 2026 | $3.9M | 87.7K | — | — |
| Q2 2026 | $14M | 311.6K | — | — |
| Q2 2026 | $38M | 761.4K | — | — |
| Q2 2026 | $10.5M | 69.4K | — | — |
| Q2 2026 | $1.3M | 26.0K | — | — |
| Q1 2026 | $13.4M | 143.2K | — | — |
| Q1 2026 | $3.9M | 86.3K | — | — |
| Q1 2026 | $13.9M | 319.1K | — | — |
| Q1 2026 | $35.9M | 763.6K | — | — |
| Q1 2026 | $8.8M | 69.4K | — | — |
| Q1 2026 | $1.2M | 24.2K | — | — |
| Q4 2025 | $13.8M | 142.7K | — | — |
| Q4 2025 | $13.8M | 142.7K | — | — |
| Q4 2025 | $3.9M | 84.9K | — | — |
| Q4 2025 | $81.5M | 1.77M | — | — |
| Q4 2025 | $11.7M | 310.1K | — | — |
| Q4 2025 | $11.7M | 310.1K | — | — |
| Q4 2025 | $35.1M | 762.8K | — | — |
| Q4 2025 | $35.1M | 762.8K | — | — |
| Q4 2025 | $9.9M | 69.4K | — | — |
| Q4 2025 | $9.9M | 69.4K | — | — |
| Q4 2025 | $1.1M | 23.9K | — | — |
| Q4 2025 | $1.1M | 23.9K | — | — |
| Q3 2025 | $14.1M | 143.1K | — | — |
| Q3 2025 | $3.8M | 83.6K | — | — |
| Q3 2025 | $11.6M | 303.6K | — | — |
| Q3 2025 | $35.3M | 763.9K | — | — |
| Q3 2025 | $9.8M | 69.6K | — | — |
| Q3 2025 | $990K | 22.8K | — | — |