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PERRYMAN FINANCIAL ADVISORY INC /AD → FPF
PERRYMAN FINANCIAL ADVISORY INC /AD FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
40
Latest value
$626K
Q3 2026
Peak value
$11.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.5M |
| Q4 2025 | $363K |
| Q4 2025 | $1.5M |
| Q4 2025 | $9.4M |
| Q4 2025 | $8.3M |
| Q4 2025 | $312K |
| Q4 2025 | $8.8M |
| Q4 2025 | $852K |
| Q1 2026 | $11.9M |
| Q1 2026 | $11.9M |
| Q1 2026 | $349K |
| Q1 2026 | $349K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $8.6M |
| Q1 2026 | $8.6M |
| Q1 2026 | $8M |
| Q1 2026 | $8M |
| Q1 2026 | $337K |
| Q1 2026 | $337K |
| Q1 2026 | $9M |
| Q1 2026 | $9M |
| Q1 2026 | $675K |
| Q1 2026 | $675K |
| Q2 2026 | $11.5M |
| Q2 2026 | $431K |
| Q2 2026 | $1.4M |
| Q2 2026 | $9.8M |
| Q2 2026 | $9.1M |
| Q2 2026 | $500K |
| Q2 2026 | $10.4M |
| Q2 2026 | $666K |
| Q3 2026 | $11.7M |
| Q3 2026 | $473K |
| Q3 2026 | $1.3M |
| Q3 2026 | $9.5M |
| Q3 2026 | $9.8M |
| Q3 2026 | $645K |
| Q3 2026 | $9.6M |
| Q3 2026 | $626K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $626K | 14.0K | — | — |
| Q3 2026 | $9.6M | 71.4K | — | — |
| Q3 2026 | $645K | 6.3K | — | — |
| Q3 2026 | $9.8M | 74.9K | — | — |
| Q3 2026 | $9.5M | 156.6K | — | — |
| Q3 2026 | $1.3M | 28.5K | — | — |
| Q3 2026 | $473K | 1.7K | — | — |
| Q3 2026 | $11.7M | 237.4K | — | — |
| Q2 2026 | $666K | 14.9K | — | — |
| Q2 2026 | $10.4M | 71.1K | — | — |
| Q2 2026 | $500K | 5.6K | — | — |
| Q2 2026 | $9.1M | 74.5K | — | — |
| Q2 2026 | $9.8M | 156.4K | — | — |
| Q2 2026 | $1.4M | 29.8K | — | — |
| Q2 2026 | $431K | 1.7K | — | — |
| Q2 2026 | $11.5M | 236.1K | — | — |
| Q1 2026 | $675K | 15.1K | — | — |
| Q1 2026 | $675K | 15.1K | — | — |
| Q1 2026 | $9M | 70.2K | — | — |
| Q1 2026 | $9M | 70.2K | — | — |
| Q1 2026 | $337K | 5.4K | — | — |
| Q1 2026 | $337K | 5.4K | — | — |
| Q1 2026 | $8M | 72.8K | — | — |
| Q1 2026 | $8M | 72.8K | — | — |
| Q1 2026 | $8.6M | 153.6K | — | — |
| Q1 2026 | $8.6M | 153.6K | — | — |
| Q1 2026 | $1.5M | 31.8K | — | — |
| Q1 2026 | $1.5M | 31.8K | — | — |
| Q1 2026 | $349K | 1.7K | — | — |
| Q1 2026 | $349K | 1.7K | — | — |
| Q1 2026 | $11.9M | 233.3K | — | — |
| Q1 2026 | $11.9M | 233.3K | — | — |
| Q4 2025 | $852K | 18.6K | — | — |
| Q4 2025 | $8.8M | 70.2K | — | — |
| Q4 2025 | $312K | 4.4K | — | — |
| Q4 2025 | $8.3M | 72.7K | — | — |
| Q4 2025 | $9.4M | 155.4K | — | — |
| Q4 2025 | $1.5M | 31.6K | — | — |
| Q4 2025 | $363K | 1.8K | — | — |
| Q4 2025 | $10.5M | 237.3K | — | — |