Back to FPF
SFG Wealth Management, LLC. → FPF
SFG Wealth Management, LLC. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
26
Latest value
$1.2M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $276K |
| Q3 2025 | $538K |
| Q3 2025 | $810K |
| Q3 2025 | $314K |
| Q3 2025 | $3M |
| Q3 2025 | $940K |
| Q4 2025 | $273K |
| Q4 2025 | $566K |
| Q4 2025 | $737K |
| Q4 2025 | $3.1M |
| Q4 2025 | $933K |
| Q1 2026 | $240K |
| Q1 2026 | $592K |
| Q1 2026 | $610K |
| Q1 2026 | $3.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $238K |
| Q2 2026 | $631K |
| Q2 2026 | $867K |
| Q2 2026 | $3.5M |
| Q2 2026 | $1.2M |
| Q3 2026 | $230K |
| Q3 2026 | $590K |
| Q3 2026 | $990K |
| Q3 2026 | $3.4M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 28.9K | — | — |
| Q3 2026 | $3.4M | 43.5K | — | — |
| Q3 2026 | $990K | 9.6K | — | — |
| Q3 2026 | $590K | 12.6K | — | — |
| Q3 2026 | $230K | 2.4K | — | — |
| Q2 2026 | $1.2M | 28.9K | — | — |
| Q2 2026 | $3.5M | 43.2K | — | — |
| Q2 2026 | $867K | 9.6K | — | — |
| Q2 2026 | $631K | 13.1K | — | — |
| Q2 2026 | $238K | 2.5K | — | — |
| Q1 2026 | $1.1M | 26.8K | — | — |
| Q1 2026 | $3.1M | 44.8K | — | — |
| Q1 2026 | $610K | 9.7K | — | — |
| Q1 2026 | $592K | 12.6K | — | — |
| Q1 2026 | $240K | 2.6K | — | — |
| Q4 2025 | $933K | 24.4K | — | — |
| Q4 2025 | $3.1M | 44.6K | — | — |
| Q4 2025 | $737K | 10.3K | — | — |
| Q4 2025 | $566K | 12.3K | — | — |
| Q4 2025 | $273K | 3.0K | — | — |
| Q3 2025 | $940K | 24.7K | — | — |
| Q3 2025 | $3M | 45.3K | — | — |
| Q3 2025 | $314K | 2.1K | — | — |
| Q3 2025 | $810K | 10.7K | — | — |
| Q3 2025 | $538K | 11.6K | — | — |
| Q3 2025 | $276K | 2.9K | — | — |