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Treasure Coast Financial Planning → FPF

Treasure Coast Financial Planning FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
18
Latest value
$366K
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.7M
Q4 2025$430K
Q4 2025$245K
Q4 2025$593K
Q1 2026$3.8M
Q1 2026$490K
Q1 2026$213K
Q1 2026$414K
Q2 2026$3.8M
Q2 2026$401K
Q2 2026$223K
Q2 2026$223K
Q2 2026$400K
Q3 2026$3.7M
Q3 2026$424K
Q3 2026$232K
Q3 2026$211K
Q3 2026$366K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$366K15.5K——
Q3 2026$211K7.6K——
Q3 2026$232K12.1K——
Q3 2026$424K25.3K——
Q3 2026$3.7M79.2K——
Q2 2026$400K16.8K——
Q2 2026$223K7.6K——
Q2 2026$223K12.0K——
Q2 2026$401K25.3K——
Q2 2026$3.8M79.8K——
Q1 2026$414K18.0K——
Q1 2026$213K12.0K——
Q1 2026$490K27.4K——
Q1 2026$3.8M79.9K——
Q4 2025$593K25.1K——
Q4 2025$245K14.0K——
Q4 2025$430K27.4K——
Q4 2025$3.7M80.4K——

Other funds holding FPF

Other Treasure Coast Financial Planning positions

STT-PG

SPDR SERIES TRUST

$37.8M
STT-PG

SPDR SERIES TRUST

$36.9M
STT-PG

SPDR SERIES TRUST

$34.5M
STT-PG

SPDR SERIES TRUST

$32.9M
STT-PG

SPDR INDEX SHS FDS

$28.1M
STT-PG

SPDR INDEX SHS FDS

$28M
STT-PG

SPDR INDEX SHS FDS

$25.2M
STT-PG

SPDR INDEX SHS FDS

$24.4M
Treasure Coast Financial Planning FPF Holdings: 13F Position History | Track13F