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Shakespeare Wealth Management, LLC → FPF
Shakespeare Wealth Management, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
9
Latest value
$564K
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q3 2025 | $559K |
| Q4 2025 | $5M |
| Q4 2025 | $554K |
| Q1 2026 | $4.4M |
| Q1 2026 | $566K |
| Q2 2026 | $580K |
| Q3 2026 | $5.5M |
| Q3 2026 | $564K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $564K | 12.0K | — | — |
| Q3 2026 | $5.5M | 33.6K | — | — |
| Q2 2026 | $580K | 12.0K | — | — |
| Q1 2026 | $566K | 12.0K | — | — |
| Q1 2026 | $4.4M | 34.9K | — | — |
| Q4 2025 | $554K | 12.0K | — | — |
| Q4 2025 | $5M | 35.0K | — | — |
| Q3 2025 | $559K | 12.1K | — | — |
| Q3 2025 | $5M | 35.2K | — | — |