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Sanchez Wealth Management Group → FPF
Sanchez Wealth Management Group FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
10
Latest value
$963K
Q3 2026
Peak value
$27.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.7M |
| Q3 2025 | $15.3M |
| Q4 2025 | $22.3M |
| Q4 2025 | $17.1M |
| Q1 2026 | $22.2M |
| Q1 2026 | $17.8M |
| Q2 2026 | $27.3M |
| Q2 2026 | $20.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $963K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $963K | 23.7K | — | — |
| Q3 2026 | $1.3M | 16.2K | — | — |
| Q2 2026 | $20.1M | 466.6K | — | — |
| Q2 2026 | $27.3M | 336.4K | — | — |
| Q1 2026 | $17.8M | 451.7K | — | — |
| Q1 2026 | $22.2M | 325.8K | — | — |
| Q4 2025 | $17.1M | 446.2K | — | — |
| Q4 2025 | $22.3M | 321.4K | — | — |
| Q3 2025 | $15.3M | 403.6K | — | — |
| Q3 2025 | $13.7M | 203.9K | — | — |