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Summit Financial Wealth Advisors, LLC → FPF
Summit Financial Wealth Advisors, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
21
Latest value
$1.3M
Q3 2026
Peak value
$17.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.2M |
| Q4 2025 | $425K |
| Q4 2025 | $9.7M |
| Q4 2025 | $293K |
| Q4 2025 | $438K |
| Q4 2025 | $1.5M |
| Q4 2025 | $262K |
| Q1 2026 | $13M |
| Q1 2026 | $10.1M |
| Q1 2026 | $469K |
| Q1 2026 | $1.5M |
| Q1 2026 | $259K |
| Q2 2026 | $12.8M |
| Q2 2026 | $12M |
| Q2 2026 | $679K |
| Q2 2026 | $1.5M |
| Q2 2026 | $229K |
| Q3 2026 | $12.9M |
| Q3 2026 | $17.3M |
| Q3 2026 | $871K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 76.5K | — | — |
| Q3 2026 | $871K | 11.1K | — | — |
| Q3 2026 | $17.3M | 620.1K | — | — |
| Q3 2026 | $12.9M | 262.7K | — | — |
| Q2 2026 | $229K | 4.5K | — | — |
| Q2 2026 | $1.5M | 86.5K | — | — |
| Q2 2026 | $679K | 8.4K | — | — |
| Q2 2026 | $12M | 406.9K | — | — |
| Q2 2026 | $12.8M | 263.6K | — | — |
| Q1 2026 | $259K | 5.3K | — | — |
| Q1 2026 | $1.5M | 86.1K | — | — |
| Q1 2026 | $469K | 6.9K | — | — |
| Q1 2026 | $10.1M | 395.9K | — | — |
| Q1 2026 | $13M | 256.6K | — | — |
| Q4 2025 | $262K | 5.3K | — | — |
| Q4 2025 | $1.5M | 81.1K | — | — |
| Q4 2025 | $438K | 6.3K | — | — |
| Q4 2025 | $293K | 3.0K | — | — |
| Q4 2025 | $9.7M | 370.3K | — | — |
| Q4 2025 | $425K | 6.0K | — | — |
| Q4 2025 | $10.2M | 230.4K | — | — |