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SUMMIT WEALTH GROUP LLC / CO → FPF
SUMMIT WEALTH GROUP LLC / CO FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
84
Latest value
$1.6M
Q3 2026
Peak value
$17.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $482K |
| Q3 2025 | $215K |
| Q3 2025 | $413K |
| Q3 2025 | $4.8M |
| Q4 2025 | $1.2M |
| Q4 2025 | $9.5M |
| Q4 2025 | $416K |
| Q4 2025 | $604K |
| Q4 2025 | $224K |
| Q4 2025 | $5.7M |
| Q4 2025 | $263K |
| Q4 2025 | $357K |
| Q4 2025 | $225K |
| Q4 2025 | $519K |
| Q4 2025 | $203K |
| Q4 2025 | $4.3M |
| Q4 2025 | $205K |
| Q4 2025 | $12.6M |
| Q4 2025 | $484K |
| Q4 2025 | $220K |
| Q4 2025 | $539K |
| Q4 2025 | $203K |
| Q4 2025 | $1.5M |
| Q4 2025 | $252K |
| Q4 2025 | $1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $9.1M |
| Q1 2026 | $341K |
| Q1 2026 | $631K |
| Q1 2026 | $5.9M |
| Q1 2026 | $250K |
| Q1 2026 | $313K |
| Q1 2026 | $558K |
| Q1 2026 | $10.7M |
| Q1 2026 | $14.7M |
| Q1 2026 | $659K |
| Q1 2026 | $202K |
| Q1 2026 | $213K |
| Q1 2026 | $413K |
| Q1 2026 | $201K |
| Q1 2026 | $1.5M |
| Q1 2026 | $202K |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $9.2M |
| Q2 2026 | $357K |
| Q2 2026 | $799K |
| Q2 2026 | $251K |
| Q2 2026 | $6.4M |
| Q2 2026 | $287K |
| Q2 2026 | $450K |
| Q2 2026 | $239K |
| Q2 2026 | $732K |
| Q2 2026 | $10.7M |
| Q2 2026 | $274K |
| Q2 2026 | $243K |
| Q2 2026 | $17.6M |
| Q2 2026 | $959K |
| Q2 2026 | $200K |
| Q2 2026 | $220K |
| Q2 2026 | $208K |
| Q2 2026 | $1.6M |
| Q2 2026 | $203K |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.3M |
| Q3 2026 | $8.7M |
| Q3 2026 | $395K |
| Q3 2026 | $728K |
| Q3 2026 | $256K |
| Q3 2026 | $6.1M |
| Q3 2026 | $295K |
| Q3 2026 | $516K |
| Q3 2026 | $222K |
| Q3 2026 | $674K |
| Q3 2026 | $11M |
| Q3 2026 | $312K |
| Q3 2026 | $239K |
| Q3 2026 | $17.1M |
| Q3 2026 | $676K |
| Q3 2026 | $227K |
| Q3 2026 | $229K |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 38.8K | — | — |
| Q3 2026 | $1.7M | 44.2K | — | — |
| Q3 2026 | $229K | 4.7K | — | — |
| Q3 2026 | $227K | 7.4K | — | — |
| Q3 2026 | $676K | 6.5K | — | — |
| Q3 2026 | $17.1M | 219.0K | — | — |
| Q3 2026 | $239K | 2.1K | — | — |
| Q3 2026 | $312K | 11.2K | — | — |
| Q3 2026 | $11M | 557.9K | — | — |
| Q3 2026 | $674K | 3.8K | — | — |
| Q3 2026 | $222K | 1.7K | — | — |
| Q3 2026 | $516K | 5.0K | — | — |
| Q3 2026 | $295K | 2.3K | — | — |
| Q3 2026 | $6.1M | 129.4K | — | — |
| Q3 2026 | $256K | 1.6K | — | — |
| Q3 2026 | $728K | 17.5K | — | — |
| Q3 2026 | $395K | 1.4K | — | — |
| Q3 2026 | $8.7M | 92.6K | — | — |
| Q3 2026 | $1.3M | 26.5K | — | — |
| Q2 2026 | $1.7M | 39.3K | — | — |
| Q2 2026 | $203K | 8.2K | — | — |
| Q2 2026 | $1.6M | 44.2K | — | — |
| Q2 2026 | $208K | 4.1K | — | — |
| Q2 2026 | $220K | 4.4K | — | — |
| Q2 2026 | $200K | 7.4K | — | — |
| Q2 2026 | $959K | 7.2K | — | — |
| Q2 2026 | $17.6M | 216.6K | — | — |
| Q2 2026 | $243K | 2.1K | — | — |
| Q2 2026 | $274K | 9.3K | — | — |
| Q2 2026 | $10.7M | 512.8K | — | — |
| Q2 2026 | $732K | 3.8K | — | — |
| Q2 2026 | $239K | 1.7K | — | — |
| Q2 2026 | $450K | 5.0K | — | — |
| Q2 2026 | $287K | 2.3K | — | — |
| Q2 2026 | $6.4M | 133.8K | — | — |
| Q2 2026 | $251K | 1.6K | — | — |
| Q2 2026 | $799K | 17.5K | — | — |
| Q2 2026 | $357K | 1.4K | — | — |
| Q2 2026 | $9.2M | 97.8K | — | — |
| Q2 2026 | $1.3M | 27.4K | — | — |
| Q1 2026 | $1.5M | 37.3K | — | — |
| Q1 2026 | $202K | 8.2K | — | — |
| Q1 2026 | $1.5M | 44.2K | — | — |
| Q1 2026 | $201K | 4.1K | — | — |
| Q1 2026 | $413K | 8.3K | — | — |
| Q1 2026 | $213K | 7.4K | — | — |
| Q1 2026 | $202K | 11.4K | — | — |
| Q1 2026 | $659K | 6.0K | — | — |
| Q1 2026 | $14.7M | 215.0K | — | — |
| Q1 2026 | $10.7M | 510.5K | — | — |
| Q1 2026 | $558K | 3.4K | — | — |
| Q1 2026 | $313K | 5.0K | — | — |
| Q1 2026 | $250K | 2.3K | — | — |
| Q1 2026 | $5.9M | 124.0K | — | — |
| Q1 2026 | $631K | 14.1K | — | — |
| Q1 2026 | $341K | 1.7K | — | — |
| Q1 2026 | $9.1M | 98.4K | — | — |
| Q1 2026 | $1.4M | 27.9K | — | — |
| Q4 2025 | $1M | 27.3K | — | — |
| Q4 2025 | $252K | 10.0K | — | — |
| Q4 2025 | $1.5M | 45.1K | — | — |
| Q4 2025 | $203K | 4.1K | — | — |
| Q4 2025 | $539K | 10.8K | — | — |
| Q4 2025 | $220K | 12.1K | — | — |
| Q4 2025 | $484K | 4.9K | — | — |
| Q4 2025 | $12.6M | 181.3K | — | — |
| Q4 2025 | $205K | 2.1K | — | — |
| Q4 2025 | $4.3M | 201.9K | — | — |
| Q4 2025 | $203K | 4.4K | — | — |
| Q4 2025 | $519K | 3.4K | — | — |
| Q4 2025 | $225K | 2.0K | — | — |
| Q4 2025 | $357K | 5.0K | — | — |
| Q4 2025 | $263K | 2.3K | — | — |
| Q4 2025 | $5.7M | 123.7K | — | — |
| Q4 2025 | $224K | 1.6K | — | — |
| Q4 2025 | $604K | 14.1K | — | — |
| Q4 2025 | $416K | 2.0K | — | — |
| Q4 2025 | $9.5M | 102.9K | — | — |
| Q4 2025 | $1.2M | 26.3K | — | — |
| Q3 2025 | $4.8M | 9.7K | — | — |
| Q3 2025 | $413K | 5.1K | — | — |
| Q3 2025 | $215K | 553 | — | — |
| Q3 2025 | $482K | 970 | — | — |
| Q3 2025 | $1.4M | 1.9K | — | — |