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Nvest Wealth Strategies, Inc. → FPF
Nvest Wealth Strategies, Inc. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
4
Latest value
$7.6M
Q3 2026
Peak value
$9.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.3M |
| Q1 2026 | $8.9M |
| Q2 2026 | $9.2M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 184.6K | — | — |
| Q2 2026 | $9.2M | 211.1K | — | — |
| Q1 2026 | $8.9M | 204.6K | — | — |
| Q4 2025 | $8.3M | 218.5K | — | — |