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O'Connor Financial Group LLC → FPF
O'Connor Financial Group LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
14
Latest value
$2M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.2M |
| Q3 2025 | $623K |
| Q4 2025 | $5.9M |
| Q4 2025 | $11M |
| Q4 2025 | $656K |
| Q1 2026 | $5.4M |
| Q1 2026 | $10.6M |
| Q1 2026 | $652K |
| Q2 2026 | $7.9M |
| Q2 2026 | $12.7M |
| Q2 2026 | $1.6M |
| Q3 2026 | $9M |
| Q3 2026 | $12.3M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 41.6K | — | — |
| Q3 2026 | $12.3M | 157.2K | — | — |
| Q3 2026 | $9M | 87.1K | — | — |
| Q2 2026 | $1.6M | 32.5K | — | — |
| Q2 2026 | $12.7M | 156.5K | — | — |
| Q2 2026 | $7.9M | 88.0K | — | — |
| Q1 2026 | $652K | 13.1K | — | — |
| Q1 2026 | $10.6M | 155.2K | — | — |
| Q1 2026 | $5.4M | 86.6K | — | — |
| Q4 2025 | $656K | 13.1K | — | — |
| Q4 2025 | $11M | 152.8K | — | — |
| Q4 2025 | $5.9M | 83.6K | — | — |
| Q3 2025 | $623K | 12.5K | — | — |
| Q3 2025 | $6.2M | 81.5K | — | — |