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Sound Financial Strategies Group, LLC → FPF
Sound Financial Strategies Group, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
8
Latest value
$1M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $991K |
| Q2 2026 | $2.9M |
| Q2 2026 | $1.2M |
| Q3 2026 | $2.8M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 5.8K | — | — |
| Q3 2026 | $2.8M | 17.2K | — | — |
| Q2 2026 | $1.2M | 6.2K | — | — |
| Q2 2026 | $2.9M | 18.4K | — | — |
| Q1 2026 | $991K | 6.1K | — | — |
| Q1 2026 | $2.4M | 18.6K | — | — |
| Q4 2025 | $1.4M | 8.9K | — | — |
| Q4 2025 | $2.7M | 19.0K | — | — |