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Southern Financial Group, LLC → FPF
Southern Financial Group, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
16
Latest value
$50.5M
Q3 2026
Peak value
$56.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $751K |
| Q4 2025 | $1.4M |
| Q4 2025 | $29.5M |
| Q4 2025 | $49.5M |
| Q1 2026 | $770K |
| Q1 2026 | $1.5M |
| Q1 2026 | $30.1M |
| Q1 2026 | $51.4M |
| Q2 2026 | $1.1M |
| Q2 2026 | $2M |
| Q2 2026 | $32.4M |
| Q2 2026 | $56.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $2M |
| Q3 2026 | $34.7M |
| Q3 2026 | $50.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50.5M | 1.24M | — | — |
| Q3 2026 | $34.7M | 720.1K | — | — |
| Q3 2026 | $2M | 25.9K | — | — |
| Q3 2026 | $1.3M | 12.3K | — | — |
| Q2 2026 | $56.4M | 1.31M | — | — |
| Q2 2026 | $32.4M | 641.2K | — | — |
| Q2 2026 | $2M | 25.3K | — | — |
| Q2 2026 | $1.1M | 12.4K | — | — |
| Q1 2026 | $51.4M | 1.30M | — | — |
| Q1 2026 | $30.1M | 618.9K | — | — |
| Q1 2026 | $1.5M | 22.7K | — | — |
| Q1 2026 | $770K | 12.3K | — | — |
| Q4 2025 | $49.5M | 1.29M | — | — |
| Q4 2025 | $29.5M | 600.8K | — | — |
| Q4 2025 | $1.4M | 20.5K | — | — |
| Q4 2025 | $751K | 10.5K | — | — |