Back to FPF
Rooted Wealth Advisors, Inc. → FPF
Rooted Wealth Advisors, Inc. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
18
Latest value
$251K
Q3 2026
Peak value
$7.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q4 2025 | $5.8M |
| Q4 2025 | $3.3M |
| Q4 2025 | $290K |
| Q1 2026 | $2.6M |
| Q1 2026 | $6.2M |
| Q1 2026 | $3.8M |
| Q1 2026 | $252K |
| Q2 2026 | $2.6M |
| Q2 2026 | $7.3M |
| Q2 2026 | $201K |
| Q2 2026 | $4.2M |
| Q2 2026 | $251K |
| Q3 2026 | $2.6M |
| Q3 2026 | $7.3M |
| Q3 2026 | $201K |
| Q3 2026 | $4.2M |
| Q3 2026 | $251K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $251K | 12.6K | — | — |
| Q3 2026 | $4.2M | 31.6K | — | — |
| Q3 2026 | $201K | 8.4K | — | — |
| Q3 2026 | $7.3M | 80.8K | — | — |
| Q3 2026 | $2.6M | 9.7K | — | — |
| Q2 2026 | $251K | 12.6K | — | — |
| Q2 2026 | $4.2M | 31.6K | — | — |
| Q2 2026 | $201K | 8.4K | — | — |
| Q2 2026 | $7.3M | 80.8K | — | — |
| Q2 2026 | $2.6M | 9.7K | — | — |
| Q1 2026 | $252K | 12.6K | — | — |
| Q1 2026 | $3.8M | 30.8K | — | — |
| Q1 2026 | $6.2M | 92.8K | — | — |
| Q1 2026 | $2.6M | 9.9K | — | — |
| Q4 2025 | $290K | 14.4K | — | — |
| Q4 2025 | $3.3M | 29.3K | — | — |
| Q4 2025 | $5.8M | 87.7K | — | — |
| Q4 2025 | $2.8M | 11.2K | — | — |