Back to FPF
StoneCrest Wealth Management, Inc. → FPF
StoneCrest Wealth Management, Inc. FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
17
Latest value
$1.7M
Q3 2026
Peak value
$9.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.6M |
| Q4 2025 | $4.7M |
| Q4 2025 | $8.1M |
| Q4 2025 | $2.1M |
| Q1 2026 | $5M |
| Q1 2026 | $4.6M |
| Q1 2026 | $8.1M |
| Q1 2026 | $2M |
| Q2 2026 | $7.2M |
| Q2 2026 | $5.3M |
| Q2 2026 | $9.6M |
| Q2 2026 | $2M |
| Q3 2026 | $8.2M |
| Q3 2026 | $5.1M |
| Q3 2026 | $9.1M |
| Q3 2026 | $2M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 87.1K | — | — |
| Q3 2026 | $2M | 106.1K | — | — |
| Q3 2026 | $9.1M | 116.5K | — | — |
| Q3 2026 | $5.1M | 182.8K | — | — |
| Q3 2026 | $8.2M | 79.4K | — | — |
| Q2 2026 | $2M | 103.5K | — | — |
| Q2 2026 | $9.6M | 118.0K | — | — |
| Q2 2026 | $5.3M | 180.3K | — | — |
| Q2 2026 | $7.2M | 80.0K | — | — |
| Q1 2026 | $2M | 105.6K | — | — |
| Q1 2026 | $8.1M | 118.1K | — | — |
| Q1 2026 | $4.6M | 179.3K | — | — |
| Q1 2026 | $5M | 79.0K | — | — |
| Q4 2025 | $2.1M | 105.9K | — | — |
| Q4 2025 | $8.1M | 116.7K | — | — |
| Q4 2025 | $4.7M | 178.8K | — | — |
| Q4 2025 | $5.6M | 77.9K | — | — |