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SHELTON WEALTH MANAGEMENT, LLC → FPF
SHELTON WEALTH MANAGEMENT, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
16
Latest value
$789K
Q3 2026
Peak value
$5.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.4M |
| Q4 2025 | $3.7M |
| Q4 2025 | $358K |
| Q4 2025 | $1.1M |
| Q1 2026 | $5.1M |
| Q1 2026 | $3.3M |
| Q1 2026 | $344K |
| Q1 2026 | $953K |
| Q2 2026 | $5.3M |
| Q2 2026 | $3.8M |
| Q2 2026 | $250K |
| Q2 2026 | $895K |
| Q3 2026 | $5.3M |
| Q3 2026 | $3.6M |
| Q3 2026 | $283K |
| Q3 2026 | $789K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $789K | 42.8K | — | — |
| Q3 2026 | $283K | 9.2K | — | — |
| Q3 2026 | $3.6M | 46.3K | — | — |
| Q3 2026 | $5.3M | 56.3K | — | — |
| Q2 2026 | $895K | 46.4K | — | — |
| Q2 2026 | $250K | 9.2K | — | — |
| Q2 2026 | $3.8M | 46.3K | — | — |
| Q2 2026 | $5.3M | 56.9K | — | — |
| Q1 2026 | $953K | 50.2K | — | — |
| Q1 2026 | $344K | 12.0K | — | — |
| Q1 2026 | $3.3M | 48.3K | — | — |
| Q1 2026 | $5.1M | 55.1K | — | — |
| Q4 2025 | $1.1M | 56.5K | — | — |
| Q4 2025 | $358K | 15.4K | — | — |
| Q4 2025 | $3.7M | 52.9K | — | — |
| Q4 2025 | $5.4M | 58.3K | — | — |