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RMR Wealth Builders → FPF

RMR Wealth Builders FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
15
Latest value
$229K
Q3 2026
Peak value
$23.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$19.4M
Q3 2025$19M
Q3 2025$241K
Q4 2025$16.1M
Q4 2025$20.5M
Q4 2025$242K
Q1 2026$16.9M
Q1 2026$21.5M
Q1 2026$236K
Q2 2026$18.1M
Q2 2026$23M
Q2 2026$235K
Q3 2026$18.1M
Q3 2026$23.8M
Q3 2026$229K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$229K4.7K——
Q3 2026$23.8M1.22M——
Q3 2026$18.1M377.3K——
Q2 2026$235K4.7K——
Q2 2026$23M1.15M——
Q2 2026$18.1M351.7K——
Q1 2026$236K4.7K——
Q1 2026$21.5M1.08M——
Q1 2026$16.9M333.1K——
Q4 2025$242K4.8K——
Q4 2025$20.5M1.02M——
Q4 2025$16.1M315.7K——
Q3 2025$241K4.8K——
Q3 2025$19M943.9K——
Q3 2025$19.4M382.3K——

Other funds holding FPF

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