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SACKS & ASSOCIATES, LLC → FPF

SACKS & ASSOCIATES, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
17
Latest value
$916K
Q3 2026
Peak value
$4.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q4 2025$361K
Q4 2025$4.3M
Q4 2025$343K
Q1 2026$2.7M
Q1 2026$386K
Q1 2026$4.7M
Q1 2026$337K
Q2 2026$3M
Q2 2026$521K
Q2 2026$4.7M
Q2 2026$401K
Q3 2026$2.8M
Q3 2026$515K
Q3 2026$4.7M
Q3 2026$387K
Q3 2026$916K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$916K29.9K——
Q3 2026$387K4.9K——
Q3 2026$4.7M104.9K——
Q3 2026$515K2.9K——
Q3 2026$2.8M27.1K——
Q2 2026$401K4.9K——
Q2 2026$4.7M104.9K——
Q2 2026$521K2.9K——
Q2 2026$3M27.2K——
Q1 2026$337K4.9K——
Q1 2026$4.7M103.8K——
Q1 2026$386K2.4K——
Q1 2026$2.7M26.6K——
Q4 2025$343K4.9K——
Q4 2025$4.3M94.5K——
Q4 2025$361K2.4K——
Q4 2025$2.9M27.1K——

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