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SAGE PRIVATE WEALTH GROUP, LLC → FPF
SAGE PRIVATE WEALTH GROUP, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
10
Latest value
$22.6M
Q3 2026
Peak value
$27.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.8M |
| Q3 2025 | $18.8M |
| Q4 2025 | $14.2M |
| Q4 2025 | $19.5M |
| Q1 2026 | $18.8M |
| Q1 2026 | $21.9M |
| Q2 2026 | $22.6M |
| Q2 2026 | $27.5M |
| Q3 2026 | $23.1M |
| Q3 2026 | $22.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.6M | 218.5K | — | — |
| Q3 2026 | $23.1M | 246.1K | — | — |
| Q2 2026 | $27.5M | 206.6K | — | — |
| Q2 2026 | $22.6M | 239.0K | — | — |
| Q1 2026 | $21.9M | 197.4K | — | — |
| Q1 2026 | $18.8M | 216.0K | — | — |
| Q4 2025 | $19.5M | 198.0K | — | — |
| Q4 2025 | $14.2M | 179.0K | — | — |
| Q3 2025 | $18.8M | 194.5K | — | — |
| Q3 2025 | $12.8M | 169.3K | — | — |