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Schorn Wealth LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
5
Latest value
$9.2M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.3M |
| Q4 2025 | $8.4M |
| Q1 2026 | $9.4M |
| Q2 2026 | $11.4M |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 89.1K | — | — |
| Q2 2026 | $11.4M | 85.5K | — | — |
| Q1 2026 | $9.4M | 84.8K | — | — |
| Q4 2025 | $8.4M | 85.6K | — | — |
| Q3 2025 | $8.3M | 85.8K | — | — |