Back to FPF
ORBA Wealth Advisors, L.L.C. → FPF
ORBA Wealth Advisors, L.L.C. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
17
Latest value
$302K
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $2.9M |
| Q3 2025 | $4.3M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.7M |
| Q4 2025 | $4M |
| Q1 2026 | $2M |
| Q1 2026 | $2.1M |
| Q1 2026 | $3.1M |
| Q2 2026 | $1.9M |
| Q2 2026 | $2.2M |
| Q2 2026 | $3.6M |
| Q2 2026 | $316K |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.1M |
| Q3 2026 | $3.6M |
| Q3 2026 | $302K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $302K | 16.4K | — | — |
| Q3 2026 | $3.6M | 212.9K | — | — |
| Q3 2026 | $2.1M | 26.8K | — | — |
| Q3 2026 | $1.9M | 20.7K | — | — |
| Q2 2026 | $316K | 16.4K | — | — |
| Q2 2026 | $3.6M | 202.3K | — | — |
| Q2 2026 | $2.2M | 26.8K | — | — |
| Q2 2026 | $1.9M | 20.7K | — | — |
| Q1 2026 | $3.1M | 176.8K | — | — |
| Q1 2026 | $2.1M | 31.2K | — | — |
| Q1 2026 | $2M | 21.3K | — | — |
| Q4 2025 | $4M | 218.6K | — | — |
| Q4 2025 | $2.7M | 38.5K | — | — |
| Q4 2025 | $2.3M | 24.9K | — | — |
| Q3 2025 | $4.3M | 237.8K | — | — |
| Q3 2025 | $2.9M | 43.6K | — | — |
| Q3 2025 | $2.7M | 28.5K | — | — |