Back to FPF
Team Financial Group, LLC → FPF
Team Financial Group, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
19
Latest value
$272K
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $189K |
| Q4 2025 | $5K |
| Q4 2025 | $2K |
| Q4 2025 | $1.2M |
| Q4 2025 | $335K |
| Q1 2026 | $223K |
| Q1 2026 | $5K |
| Q1 2026 | $2K |
| Q1 2026 | $1.5M |
| Q1 2026 | $328K |
| Q2 2026 | $311K |
| Q2 2026 | $1.6M |
| Q2 2026 | $324K |
| Q3 2026 | $359K |
| Q3 2026 | $2K |
| Q3 2026 | $4K |
| Q3 2026 | $2K |
| Q3 2026 | $1.6M |
| Q3 2026 | $272K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $272K | 6.7K | — | — |
| Q3 2026 | $1.6M | 33.9K | — | — |
| Q3 2026 | $2K | 35 | — | — |
| Q3 2026 | $4K | 92 | — | — |
| Q3 2026 | $2K | 14 | — | — |
| Q3 2026 | $359K | 3.5K | — | — |
| Q2 2026 | $324K | 7.5K | — | — |
| Q2 2026 | $1.6M | 31.7K | — | — |
| Q2 2026 | $311K | 3.5K | — | — |
| Q1 2026 | $328K | 8.3K | — | — |
| Q1 2026 | $1.5M | 30.4K | — | — |
| Q1 2026 | $2K | 35 | — | — |
| Q1 2026 | $5K | 92 | — | — |
| Q1 2026 | $223K | 3.6K | — | — |
| Q4 2025 | $335K | 8.7K | — | — |
| Q4 2025 | $1.2M | 24.5K | — | — |
| Q4 2025 | $2K | 35 | — | — |
| Q4 2025 | $5K | 92 | — | — |
| Q4 2025 | $189K | 2.7K | — | — |
Other funds holding FPF
Other Team Financial Group, LLC positions
BTCW
$40.4MWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
BTCW
$39MWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
BTCW
$36.5MWISDOMTREE U.S. LARGECAP FUND
BTCW
$35.6MWISDOMTREE U.S. LARGECAP FUND
BTCW
$34.7MWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
BTCW
$34.4MWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
BTCW
$31.7MWISDOMTREE U.S. LARGECAP FUND
BTCW
$30.7MWISDOMTREE U.S. LARGECAP FUND