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STRATEGIC PLANNING GROUP, LLC → FPF
STRATEGIC PLANNING GROUP, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
8
Latest value
$242K
Q3 2026
Peak value
$59.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.4M |
| Q4 2025 | $261K |
| Q1 2026 | $49.3M |
| Q1 2026 | $211K |
| Q2 2026 | $59.3M |
| Q2 2026 | $251K |
| Q3 2026 | $17M |
| Q3 2026 | $242K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $242K | 3.1K | — | — |
| Q3 2026 | $17M | 851.0K | — | — |
| Q2 2026 | $251K | 3.1K | — | — |
| Q2 2026 | $59.3M | 2.87M | — | — |
| Q1 2026 | $211K | 3.1K | — | — |
| Q1 2026 | $49.3M | 2.39M | — | — |
| Q4 2025 | $261K | 3.8K | — | — |
| Q4 2025 | $16.4M | 788.8K | — | — |