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Optivise Advisory Services LLC → FPF
Optivise Advisory Services LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
16
Latest value
$2.6M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $260K |
| Q4 2025 | $2.8M |
| Q4 2025 | $1.5M |
| Q1 2026 | $749K |
| Q1 2026 | $259K |
| Q1 2026 | $1.2M |
| Q1 2026 | $639K |
| Q2 2026 | $299K |
| Q2 2026 | $211K |
| Q2 2026 | $326K |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.9M |
| Q3 2026 | $289K |
| Q3 2026 | $208K |
| Q3 2026 | $4.3M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 63.7K | — | — |
| Q3 2026 | $4.3M | 115.8K | — | — |
| Q3 2026 | $208K | 630 | — | — |
| Q3 2026 | $289K | 15.1K | — | — |
| Q2 2026 | $1.9M | 47.3K | — | — |
| Q2 2026 | $3.4M | 92.0K | — | — |
| Q2 2026 | $326K | 2.4K | — | — |
| Q2 2026 | $211K | 630 | — | — |
| Q2 2026 | $299K | 15.3K | — | — |
| Q1 2026 | $639K | 18.1K | — | — |
| Q1 2026 | $1.2M | 34.1K | — | — |
| Q1 2026 | $259K | 15.5K | — | — |
| Q1 2026 | $749K | 14.7K | — | — |
| Q4 2025 | $1.5M | 40.5K | — | — |
| Q4 2025 | $2.8M | 80.9K | — | — |
| Q4 2025 | $260K | 15.3K | — | — |