Back to FPF
Triad Wealth Partners, LLC → FPF
Triad Wealth Partners, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
79
Latest value
$2.1M
Q3 2026
Peak value
$35.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $911K |
| Q3 2025 | $349K |
| Q3 2025 | $1.2M |
| Q3 2025 | $4M |
| Q3 2025 | $32.7M |
| Q3 2025 | $505K |
| Q3 2025 | $524K |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.1M |
| Q4 2025 | $242K |
| Q4 2025 | $468K |
| Q4 2025 | $232K |
| Q4 2025 | $691K |
| Q4 2025 | $491K |
| Q4 2025 | $586K |
| Q4 2025 | $1.9M |
| Q4 2025 | $386K |
| Q4 2025 | $482K |
| Q4 2025 | $527K |
| Q4 2025 | $385K |
| Q4 2025 | $4.2M |
| Q4 2025 | $35.8M |
| Q4 2025 | $558K |
| Q4 2025 | $7.4M |
| Q1 2026 | $402K |
| Q1 2026 | $383K |
| Q1 2026 | $555K |
| Q1 2026 | $520K |
| Q1 2026 | $591K |
| Q1 2026 | $298K |
| Q1 2026 | $593K |
| Q1 2026 | $303K |
| Q1 2026 | $406K |
| Q1 2026 | $3M |
| Q1 2026 | $302K |
| Q1 2026 | $415K |
| Q1 2026 | $211K |
| Q1 2026 | $518K |
| Q1 2026 | $5.2M |
| Q1 2026 | $31.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $4.6M |
| Q2 2026 | $338K |
| Q2 2026 | $779K |
| Q2 2026 | $4.2M |
| Q2 2026 | $816K |
| Q2 2026 | $3.3M |
| Q2 2026 | $271K |
| Q2 2026 | $209K |
| Q2 2026 | $259K |
| Q2 2026 | $2.7M |
| Q2 2026 | $782K |
| Q2 2026 | $5.4M |
| Q2 2026 | $227K |
| Q2 2026 | $4.1M |
| Q2 2026 | $219K |
| Q2 2026 | $1.3M |
| Q2 2026 | $33.2M |
| Q2 2026 | $272K |
| Q2 2026 | $2.4M |
| Q2 2026 | $2.2M |
| Q3 2026 | $319K |
| Q3 2026 | $787K |
| Q3 2026 | $4.2M |
| Q3 2026 | $927K |
| Q3 2026 | $3.5M |
| Q3 2026 | $244K |
| Q3 2026 | $207K |
| Q3 2026 | $254K |
| Q3 2026 | $2.7M |
| Q3 2026 | $713K |
| Q3 2026 | $5.6M |
| Q3 2026 | $202K |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $33.6M |
| Q3 2026 | $303K |
| Q3 2026 | $2.3M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 52.5K | — | — |
| Q3 2026 | $2.3M | 75.1K | — | — |
| Q3 2026 | $303K | 7.3K | — | — |
| Q3 2026 | $33.6M | 897.1K | — | — |
| Q3 2026 | $1.1M | 22.8K | — | — |
| Q3 2026 | $3.9M | 37.7K | — | — |
| Q3 2026 | $202K | 9.1K | — | — |
| Q3 2026 | $5.6M | 71.8K | — | — |
| Q3 2026 | $713K | 25.6K | — | — |
| Q3 2026 | $2.7M | 134.4K | — | — |
| Q3 2026 | $254K | 2.7K | — | — |
| Q3 2026 | $207K | 2.6K | — | — |
| Q3 2026 | $244K | 4.3K | — | — |
| Q3 2026 | $3.5M | 19.7K | — | — |
| Q3 2026 | $927K | 9.0K | — | — |
| Q3 2026 | $4.2M | 127.4K | — | — |
| Q3 2026 | $787K | 41.3K | — | — |
| Q3 2026 | $319K | 3.1K | — | — |
| Q2 2026 | $2.2M | 49.2K | — | — |
| Q2 2026 | $2.4M | 80.2K | — | — |
| Q2 2026 | $272K | 6.3K | — | — |
| Q2 2026 | $33.2M | 895.9K | — | — |
| Q2 2026 | $1.3M | 24.9K | — | — |
| Q2 2026 | $219K | 2.9K | — | — |
| Q2 2026 | $4.1M | 34.1K | — | — |
| Q2 2026 | $227K | 10.1K | — | — |
| Q2 2026 | $5.4M | 66.3K | — | — |
| Q2 2026 | $782K | 26.6K | — | — |
| Q2 2026 | $2.7M | 130.3K | — | — |
| Q2 2026 | $259K | 2.9K | — | — |
| Q2 2026 | $209K | 2.8K | — | — |
| Q2 2026 | $271K | 4.6K | — | — |
| Q2 2026 | $3.3M | 18.1K | — | — |
| Q2 2026 | $816K | 8.7K | — | — |
| Q2 2026 | $4.2M | 122.2K | — | — |
| Q2 2026 | $779K | 40.3K | — | — |
| Q2 2026 | $338K | 3.1K | — | — |
| Q1 2026 | $4.6M | 163.1K | — | — |
| Q1 2026 | $1.4M | 31.4K | — | — |
| Q1 2026 | $31.9M | 943.3K | — | — |
| Q1 2026 | $5.2M | 107.1K | — | — |
| Q1 2026 | $518K | 10.4K | — | — |
| Q1 2026 | $211K | 3.0K | — | — |
| Q1 2026 | $415K | 19.8K | — | — |
| Q1 2026 | $302K | 7.7K | — | — |
| Q1 2026 | $3M | 43.8K | — | — |
| Q1 2026 | $406K | 21.5K | — | — |
| Q1 2026 | $303K | 14.1K | — | — |
| Q1 2026 | $593K | 14.6K | — | — |
| Q1 2026 | $298K | 6.6K | — | — |
| Q1 2026 | $591K | 6.8K | — | — |
| Q1 2026 | $520K | 7.2K | — | — |
| Q1 2026 | $555K | 10.2K | — | — |
| Q1 2026 | $383K | 22.9K | — | — |
| Q1 2026 | $402K | 3.9K | — | — |
| Q4 2025 | $7.4M | 261.1K | — | — |
| Q4 2025 | $558K | 12.6K | — | — |
| Q4 2025 | $35.8M | 1.04M | — | — |
| Q4 2025 | $4.2M | 85.8K | — | — |
| Q4 2025 | $385K | 7.7K | — | — |
| Q4 2025 | $527K | 7.4K | — | — |
| Q4 2025 | $482K | 23.4K | — | — |
| Q4 2025 | $386K | 9.6K | — | — |
| Q4 2025 | $1.9M | 28.0K | — | — |
| Q4 2025 | $586K | 7.4K | — | — |
| Q4 2025 | $491K | 7.3K | — | — |
| Q4 2025 | $691K | 12.9K | — | — |
| Q4 2025 | $232K | 5.0K | — | — |
| Q4 2025 | $468K | 27.5K | — | — |
| Q4 2025 | $242K | 2.6K | — | — |
| Q4 2025 | $1.1M | 9.9K | — | — |
| Q4 2025 | $1.2M | 27.3K | — | — |
| Q3 2025 | $524K | 19.0K | — | — |
| Q3 2025 | $505K | 11.4K | — | — |
| Q3 2025 | $32.7M | 979.5K | — | — |
| Q3 2025 | $4M | 81.1K | — | — |
| Q3 2025 | $1.2M | 17.7K | — | — |
| Q3 2025 | $349K | 3.7K | — | — |
| Q3 2025 | $911K | 21.0K | — | — |