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PRECEDENT WEALTH PARTNERS, LLC → FPF
PRECEDENT WEALTH PARTNERS, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
28
Latest value
$16.2M
Q3 2026
Peak value
$16.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $744K |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.7M |
| Q4 2025 | $9.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $11M |
| Q1 2026 | $1.7M |
| Q1 2026 | $651K |
| Q1 2026 | $1.7M |
| Q1 2026 | $3.7M |
| Q1 2026 | $11.6M |
| Q2 2026 | $2.2M |
| Q2 2026 | $14.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $703K |
| Q2 2026 | $1.8M |
| Q2 2026 | $5.9M |
| Q2 2026 | $14.4M |
| Q3 2026 | $277K |
| Q3 2026 | $3.7M |
| Q3 2026 | $14M |
| Q3 2026 | $1.8M |
| Q3 2026 | $463K |
| Q3 2026 | $1.9M |
| Q3 2026 | $6.6M |
| Q3 2026 | $16.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.2M | 399.5K | — | — |
| Q3 2026 | $6.6M | 217.3K | — | — |
| Q3 2026 | $1.9M | 50.1K | — | — |
| Q3 2026 | $463K | 9.5K | — | — |
| Q3 2026 | $1.8M | 38.0K | — | — |
| Q3 2026 | $14M | 135.9K | — | — |
| Q3 2026 | $3.7M | 47.0K | — | — |
| Q3 2026 | $277K | 7.1K | — | — |
| Q2 2026 | $14.4M | 333.5K | — | — |
| Q2 2026 | $5.9M | 198.9K | — | — |
| Q2 2026 | $1.8M | 49.5K | — | — |
| Q2 2026 | $703K | 14.8K | — | — |
| Q2 2026 | $1.8M | 35.8K | — | — |
| Q2 2026 | $14.8M | 111.3K | — | — |
| Q2 2026 | $2.2M | 27.1K | — | — |
| Q1 2026 | $11.6M | 293.3K | — | — |
| Q1 2026 | $3.7M | 133.7K | — | — |
| Q1 2026 | $1.7M | 51.5K | — | — |
| Q1 2026 | $651K | 14.8K | — | — |
| Q1 2026 | $1.7M | 33.9K | — | — |
| Q1 2026 | $11M | 99.1K | — | — |
| Q1 2026 | $1.1M | 15.7K | — | — |
| Q4 2025 | $9.9M | 257.6K | — | — |
| Q4 2025 | $2.7M | 97.2K | — | — |
| Q4 2025 | $1.7M | 49.4K | — | — |
| Q4 2025 | $744K | 16.6K | — | — |
| Q4 2025 | $1.3M | 27.1K | — | — |
| Q4 2025 | $8.2M | 83.3K | — | — |