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Pinnacle Wealth Planning Services, Inc. → FPF
Pinnacle Wealth Planning Services, Inc. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
84
Latest value
$31K
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $263K |
| Q3 2025 | $231K |
| Q3 2025 | $263K |
| Q3 2025 | $6.7M |
| Q4 2025 | $54K |
| Q4 2025 | $77K |
| Q4 2025 | $16K |
| Q4 2025 | $267K |
| Q4 2025 | $13K |
| Q4 2025 | $1K |
| Q4 2025 | $3K |
| Q4 2025 | $240K |
| Q4 2025 | $264K |
| Q4 2025 | $13K |
| Q4 2025 | $7.2M |
| Q4 2025 | $10K |
| Q4 2025 | $2K |
| Q4 2025 | $68K |
| Q4 2025 | $12K |
| Q4 2025 | $2K |
| Q4 2025 | $9K |
| Q4 2025 | $127K |
| Q4 2025 | $22K |
| Q1 2026 | $61K |
| Q1 2026 | $77K |
| Q1 2026 | $15K |
| Q1 2026 | $936 |
| Q1 2026 | $274K |
| Q1 2026 | $13K |
| Q1 2026 | $1K |
| Q1 2026 | $3K |
| Q1 2026 | $253K |
| Q1 2026 | $269K |
| Q1 2026 | $8.5M |
| Q1 2026 | $9K |
| Q1 2026 | $2K |
| Q1 2026 | $66K |
| Q1 2026 | $11K |
| Q1 2026 | $2K |
| Q1 2026 | $12K |
| Q1 2026 | $124K |
| Q1 2026 | $14K |
| Q2 2026 | $66K |
| Q2 2026 | $78K |
| Q2 2026 | $19K |
| Q2 2026 | $1K |
| Q2 2026 | $315K |
| Q2 2026 | $14K |
| Q2 2026 | $1K |
| Q2 2026 | $4K |
| Q2 2026 | $306K |
| Q2 2026 | $246K |
| Q2 2026 | $8.6M |
| Q2 2026 | $7K |
| Q2 2026 | $2K |
| Q2 2026 | $82K |
| Q2 2026 | $13K |
| Q2 2026 | $2K |
| Q2 2026 | $11K |
| Q2 2026 | $125K |
| Q2 2026 | $14K |
| Q3 2026 | $54K |
| Q3 2026 | $78K |
| Q3 2026 | $21K |
| Q3 2026 | $1K |
| Q3 2026 | $298K |
| Q3 2026 | $15K |
| Q3 2026 | $2K |
| Q3 2026 | $5K |
| Q3 2026 | $286K |
| Q3 2026 | $226K |
| Q3 2026 | $8.2M |
| Q3 2026 | $8K |
| Q3 2026 | $7K |
| Q3 2026 | $2K |
| Q3 2026 | $80K |
| Q3 2026 | $14K |
| Q3 2026 | $2K |
| Q3 2026 | $12K |
| Q3 2026 | $2K |
| Q3 2026 | $119K |
| Q3 2026 | $8K |
| Q3 2026 | $14K |
| Q3 2026 | $31K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31K | 765 | — | — |
| Q3 2026 | $14K | 1.1K | — | — |
| Q3 2026 | $8K | 184 | — | — |
| Q3 2026 | $119K | 2.5K | — | — |
| Q3 2026 | $2K | 39 | — | — |
| Q3 2026 | $12K | 405 | — | — |
| Q3 2026 | $2K | 93 | — | — |
| Q3 2026 | $14K | 229 | — | — |
| Q3 2026 | $80K | 1.1K | — | — |
| Q3 2026 | $2K | 25 | — | — |
| Q3 2026 | $7K | 302 | — | — |
| Q3 2026 | $8K | 211 | — | — |
| Q3 2026 | $8.2M | 199.2K | — | — |
| Q3 2026 | $226K | 1.7K | — | — |
| Q3 2026 | $286K | 2.1K | — | — |
| Q3 2026 | $5K | 46 | — | — |
| Q3 2026 | $2K | 10 | — | — |
| Q3 2026 | $15K | 115 | — | — |
| Q3 2026 | $298K | 2.3K | — | — |
| Q3 2026 | $1K | 4 | — | — |
| Q3 2026 | $21K | 77 | — | — |
| Q3 2026 | $78K | 833 | — | — |
| Q3 2026 | $54K | 3.4K | — | — |
| Q2 2026 | $14K | 1.1K | — | — |
| Q2 2026 | $125K | 2.5K | — | — |
| Q2 2026 | $11K | 405 | — | — |
| Q2 2026 | $2K | 93 | — | — |
| Q2 2026 | $13K | 229 | — | — |
| Q2 2026 | $82K | 1.1K | — | — |
| Q2 2026 | $2K | 25 | — | — |
| Q2 2026 | $7K | 302 | — | — |
| Q2 2026 | $8.6M | 197.6K | — | — |
| Q2 2026 | $246K | 1.7K | — | — |
| Q2 2026 | $306K | 2.1K | — | — |
| Q2 2026 | $4K | 46 | — | — |
| Q2 2026 | $1K | 10 | — | — |
| Q2 2026 | $14K | 115 | — | — |
| Q2 2026 | $315K | 2.3K | — | — |
| Q2 2026 | $1K | 4 | — | — |
| Q2 2026 | $19K | 77 | — | — |
| Q2 2026 | $78K | 833 | — | — |
| Q2 2026 | $66K | 3.6K | — | — |
| Q1 2026 | $14K | 1.1K | — | — |
| Q1 2026 | $124K | 2.5K | — | — |
| Q1 2026 | $12K | 405 | — | — |
| Q1 2026 | $2K | 93 | — | — |
| Q1 2026 | $11K | 229 | — | — |
| Q1 2026 | $66K | 1.1K | — | — |
| Q1 2026 | $2K | 25 | — | — |
| Q1 2026 | $9K | 409 | — | — |
| Q1 2026 | $8.5M | 194.6K | — | — |
| Q1 2026 | $269K | 2.1K | — | — |
| Q1 2026 | $253K | 2.1K | — | — |
| Q1 2026 | $3K | 46 | — | — |
| Q1 2026 | $1K | 10 | — | — |
| Q1 2026 | $13K | 115 | — | — |
| Q1 2026 | $274K | 2.3K | — | — |
| Q1 2026 | $936 | 4 | — | — |
| Q1 2026 | $15K | 77 | — | — |
| Q1 2026 | $77K | 833 | — | — |
| Q1 2026 | $61K | 3.5K | — | — |
| Q4 2025 | $22K | 1.5K | — | — |
| Q4 2025 | $127K | 2.6K | — | — |
| Q4 2025 | $9K | 405 | — | — |
| Q4 2025 | $2K | 93 | — | — |
| Q4 2025 | $12K | 229 | — | — |
| Q4 2025 | $68K | 1.1K | — | — |
| Q4 2025 | $2K | 25 | — | — |
| Q4 2025 | $10K | 470 | — | — |
| Q4 2025 | $7.2M | 190.3K | — | — |
| Q4 2025 | $13K | 134 | — | — |
| Q4 2025 | $264K | 2.1K | — | — |
| Q4 2025 | $240K | 2.1K | — | — |
| Q4 2025 | $3K | 46 | — | — |
| Q4 2025 | $1K | 10 | — | — |
| Q4 2025 | $13K | 115 | — | — |
| Q4 2025 | $267K | 2.3K | — | — |
| Q4 2025 | $16K | 77 | — | — |
| Q4 2025 | $77K | 833 | — | — |
| Q4 2025 | $54K | 2.9K | — | — |
| Q3 2025 | $6.7M | 175.6K | — | — |
| Q3 2025 | $263K | 2.1K | — | — |
| Q3 2025 | $231K | 2.1K | — | — |
| Q3 2025 | $263K | 2.3K | — | — |