Back to FPF
TrueWealth Advisors, LLC → FPF
TrueWealth Advisors, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
113
Latest value
$11.7M
Q3 2026
Peak value
$12M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $573K |
| Q3 2025 | $503K |
| Q3 2025 | $322K |
| Q3 2025 | $6.6M |
| Q3 2025 | $356K |
| Q3 2025 | $749K |
| Q3 2025 | $1M |
| Q3 2025 | $870K |
| Q3 2025 | $924K |
| Q3 2025 | $2.7M |
| Q3 2025 | $614K |
| Q3 2025 | $1.1M |
| Q3 2025 | $322K |
| Q3 2025 | $278K |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.4M |
| Q3 2025 | $276K |
| Q3 2025 | $6.1M |
| Q3 2025 | $10M |
| Q4 2025 | $683K |
| Q4 2025 | $502K |
| Q4 2025 | $447K |
| Q4 2025 | $330K |
| Q4 2025 | $4.4M |
| Q4 2025 | $374K |
| Q4 2025 | $778K |
| Q4 2025 | $1.3M |
| Q4 2025 | $755K |
| Q4 2025 | $934K |
| Q4 2025 | $2.7M |
| Q4 2025 | $920K |
| Q4 2025 | $1.1M |
| Q4 2025 | $353K |
| Q4 2025 | $420K |
| Q4 2025 | $290K |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.7M |
| Q4 2025 | $294K |
| Q4 2025 | $6.1M |
| Q4 2025 | $10.4M |
| Q1 2026 | $751K |
| Q1 2026 | $681K |
| Q1 2026 | $456K |
| Q1 2026 | $399K |
| Q1 2026 | $353K |
| Q1 2026 | $1.2M |
| Q1 2026 | $352K |
| Q1 2026 | $776K |
| Q1 2026 | $1.3M |
| Q1 2026 | $728K |
| Q1 2026 | $908K |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $309K |
| Q1 2026 | $228K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $277K |
| Q1 2026 | $6.5M |
| Q1 2026 | $10.5M |
| Q2 2026 | $324K |
| Q2 2026 | $1.2M |
| Q2 2026 | $785K |
| Q2 2026 | $620K |
| Q2 2026 | $610K |
| Q2 2026 | $414K |
| Q2 2026 | $1.1M |
| Q2 2026 | $365K |
| Q2 2026 | $849K |
| Q2 2026 | $1.8M |
| Q2 2026 | $741K |
| Q2 2026 | $1.1M |
| Q2 2026 | $266K |
| Q2 2026 | $267K |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $316K |
| Q2 2026 | $234K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.8M |
| Q2 2026 | $277K |
| Q2 2026 | $6.6M |
| Q2 2026 | $12M |
| Q3 2026 | $410K |
| Q3 2026 | $1.2M |
| Q3 2026 | $817K |
| Q3 2026 | $677K |
| Q3 2026 | $700K |
| Q3 2026 | $552K |
| Q3 2026 | $1M |
| Q3 2026 | $364K |
| Q3 2026 | $194K |
| Q3 2026 | $862K |
| Q3 2026 | $2.5M |
| Q3 2026 | $629K |
| Q3 2026 | $1.1M |
| Q3 2026 | $313K |
| Q3 2026 | $314K |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $279K |
| Q3 2026 | $248K |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.8M |
| Q3 2026 | $231K |
| Q3 2026 | $6.4M |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 288.3K | — | — |
| Q3 2026 | $6.4M | 268.1K | — | — |
| Q3 2026 | $231K | 5.6K | — | — |
| Q3 2026 | $1.8M | 48.2K | — | — |
| Q3 2026 | $1.3M | 27.0K | — | — |
| Q3 2026 | $248K | 5.1K | — | — |
| Q3 2026 | $279K | 5.8K | — | — |
| Q3 2026 | $1.5M | 49.1K | — | — |
| Q3 2026 | $1.1M | 61.9K | — | — |
| Q3 2026 | $1.3M | 12.2K | — | — |
| Q3 2026 | $4.4M | 56.1K | — | — |
| Q3 2026 | $314K | 14.2K | — | — |
| Q3 2026 | $313K | 13.2K | — | — |
| Q3 2026 | $1.1M | 9.9K | — | — |
| Q3 2026 | $629K | 39.7K | — | — |
| Q3 2026 | $2.5M | 88.1K | — | — |
| Q3 2026 | $862K | 40.0K | — | — |
| Q3 2026 | $194K | 10.5K | — | — |
| Q3 2026 | $364K | 18.4K | — | — |
| Q3 2026 | $1M | 23.4K | — | — |
| Q3 2026 | $552K | 3.1K | — | — |
| Q3 2026 | $700K | 6.8K | — | — |
| Q3 2026 | $677K | 3.1K | — | — |
| Q3 2026 | $817K | 13.5K | — | — |
| Q3 2026 | $1.2M | 6.7K | — | — |
| Q3 2026 | $410K | 8.3K | — | — |
| Q2 2026 | $12M | 277.1K | — | — |
| Q2 2026 | $6.6M | 263.7K | — | — |
| Q2 2026 | $277K | 6.3K | — | — |
| Q2 2026 | $1.8M | 48.2K | — | — |
| Q2 2026 | $1.4M | 28.1K | — | — |
| Q2 2026 | $234K | 4.7K | — | — |
| Q2 2026 | $316K | 6.1K | — | — |
| Q2 2026 | $1.2M | 43.6K | — | — |
| Q2 2026 | $1M | 57.3K | — | — |
| Q2 2026 | $1.3M | 9.9K | — | — |
| Q2 2026 | $4.1M | 50.8K | — | — |
| Q2 2026 | $267K | 12.1K | — | — |
| Q2 2026 | $266K | 11.1K | — | — |
| Q2 2026 | $1.1M | 9.6K | — | — |
| Q2 2026 | $741K | 44.9K | — | — |
| Q2 2026 | $1.8M | 60.8K | — | — |
| Q2 2026 | $849K | 36.8K | — | — |
| Q2 2026 | $365K | 17.5K | — | — |
| Q2 2026 | $1.1M | 23.8K | — | — |
| Q2 2026 | $414K | 2.2K | — | — |
| Q2 2026 | $610K | 6.8K | — | — |
| Q2 2026 | $620K | 2.9K | — | — |
| Q2 2026 | $785K | 12.6K | — | — |
| Q2 2026 | $1.2M | 5.8K | — | — |
| Q2 2026 | $324K | 6.7K | — | — |
| Q1 2026 | $10.5M | 266.6K | — | — |
| Q1 2026 | $6.5M | 261.9K | — | — |
| Q1 2026 | $277K | 6.3K | — | — |
| Q1 2026 | $1.6M | 48.2K | — | — |
| Q1 2026 | $1.5M | 31.6K | — | — |
| Q1 2026 | $228K | 4.6K | — | — |
| Q1 2026 | $309K | 6.1K | — | — |
| Q1 2026 | $1.1M | 37.5K | — | — |
| Q1 2026 | $1M | 56.4K | — | — |
| Q1 2026 | $1.1M | 9.9K | — | — |
| Q1 2026 | $3.2M | 47.2K | — | — |
| Q1 2026 | $908K | 9.7K | — | — |
| Q1 2026 | $728K | 45.0K | — | — |
| Q1 2026 | $1.3M | 51.5K | — | — |
| Q1 2026 | $776K | 35.7K | — | — |
| Q1 2026 | $352K | 16.8K | — | — |
| Q1 2026 | $1.2M | 25.8K | — | — |
| Q1 2026 | $353K | 2.2K | — | — |
| Q1 2026 | $399K | 6.4K | — | — |
| Q1 2026 | $456K | 2.9K | — | — |
| Q1 2026 | $681K | 12.1K | — | — |
| Q1 2026 | $751K | 4.7K | — | — |
| Q4 2025 | $10.4M | 272.6K | — | — |
| Q4 2025 | $6.1M | 240.7K | — | — |
| Q4 2025 | $294K | 6.6K | — | — |
| Q4 2025 | $1.7M | 48.2K | — | — |
| Q4 2025 | $2.2M | 45.1K | — | — |
| Q4 2025 | $290K | 5.8K | — | — |
| Q4 2025 | $420K | 8.2K | — | — |
| Q4 2025 | $353K | 15.2K | — | — |
| Q4 2025 | $1.1M | 61.5K | — | — |
| Q4 2025 | $920K | 9.4K | — | — |
| Q4 2025 | $2.7M | 38.6K | — | — |
| Q4 2025 | $934K | 9.6K | — | — |
| Q4 2025 | $755K | 48.0K | — | — |
| Q4 2025 | $1.3M | 49.0K | — | — |
| Q4 2025 | $778K | 36.2K | — | — |
| Q4 2025 | $374K | 17.6K | — | — |
| Q4 2025 | $4.4M | 97.0K | — | — |
| Q4 2025 | $330K | 2.2K | — | — |
| Q4 2025 | $447K | 6.3K | — | — |
| Q4 2025 | $502K | 3.0K | — | — |
| Q4 2025 | $683K | 11.3K | — | — |
| Q3 2025 | $10M | 264.0K | — | — |
| Q3 2025 | $6.1M | 242.2K | — | — |
| Q3 2025 | $276K | 6.2K | — | — |
| Q3 2025 | $1.4M | 40.7K | — | — |
| Q3 2025 | $2.5M | 51.6K | — | — |
| Q3 2025 | $278K | 5.6K | — | — |
| Q3 2025 | $322K | 6.4K | — | — |
| Q3 2025 | $1.1M | 58.8K | — | — |
| Q3 2025 | $614K | 6.3K | — | — |
| Q3 2025 | $2.7M | 39.5K | — | — |
| Q3 2025 | $924K | 9.4K | — | — |
| Q3 2025 | $870K | 54.2K | — | — |
| Q3 2025 | $1M | 40.3K | — | — |
| Q3 2025 | $749K | 34.7K | — | — |
| Q3 2025 | $356K | 16.7K | — | — |
| Q3 2025 | $6.6M | 143.8K | — | — |
| Q3 2025 | $322K | 4.2K | — | — |
| Q3 2025 | $503K | 3.0K | — | — |
| Q3 2025 | $573K | 9.6K | — | — |