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PUFF WEALTH MANAGEMENT, LLC → FPF

PUFF WEALTH MANAGEMENT, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
44
Latest value
$987K
Q3 2026
Peak value
$3.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$307K
Q4 2025$294K
Q4 2025$563K
Q4 2025$236K
Q4 2025$564K
Q4 2025$2M
Q4 2025$1.1M
Q4 2025$998K
Q4 2025$567K
Q4 2025$2.9M
Q4 2025$986K
Q4 2025$534K
Q4 2025$729K
Q4 2025$1.6M
Q2 2026$263K
Q2 2026$295K
Q2 2026$506K
Q2 2026$265K
Q2 2026$516K
Q2 2026$204K
Q2 2026$2.1M
Q2 2026$829K
Q2 2026$855K
Q2 2026$631K
Q2 2026$3.5M
Q2 2026$824K
Q2 2026$554K
Q2 2026$619K
Q2 2026$1.4M
Q3 2026$232K
Q3 2026$236K
Q3 2026$365K
Q3 2026$291K
Q3 2026$557K
Q3 2026$249K
Q3 2026$1.7M
Q3 2026$685K
Q3 2026$688K
Q3 2026$608K
Q3 2026$2.4M
Q3 2026$644K
Q3 2026$629K
Q3 2026$466K
Q3 2026$987K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$987K41.6K——
Q3 2026$466K9.7K——
Q3 2026$629K20.6K——
Q3 2026$644K37.7K——
Q3 2026$2.4M23.5K——
Q3 2026$608K7.8K——
Q3 2026$688K29.1K——
Q3 2026$685K15.4K——
Q3 2026$1.7M40.3K——
Q3 2026$249K1.4K——
Q3 2026$557K1.9K——
Q3 2026$291K1.1K——
Q3 2026$365K3.9K——
Q3 2026$236K1.3K——
Q3 2026$232K4.7K——
Q2 2026$1.4M54.5K——
Q2 2026$619K12.3K——
Q2 2026$554K20.5K——
Q2 2026$824K46.1K——
Q2 2026$3.5M26.5K——
Q2 2026$631K7.8K——
Q2 2026$855K35.9K——
Q2 2026$829K18.5K——
Q2 2026$2.1M49.0K——
Q2 2026$204K1.1K——
Q2 2026$516K2.0K——
Q2 2026$265K1.1K——
Q2 2026$506K5.4K——
Q2 2026$295K1.4K——
Q2 2026$263K5.4K——
Q4 2025$1.6M64.5K——
Q4 2025$729K14.8K——
Q4 2025$534K23.0K——
Q4 2025$986K53.9K——
Q4 2025$2.9M28.2K——
Q4 2025$567K8.1K——
Q4 2025$998K42.0K——
Q4 2025$1.1M23.6K——
Q4 2025$2M53.3K——
Q4 2025$564K2.1K——
Q4 2025$236K1.1K——
Q4 2025$563K6.1K——
Q4 2025$294K1.8K——
Q4 2025$307K6.9K——

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