Back to FPF
United Advisor Group, LLC → FPF
United Advisor Group, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
85
Latest value
$3.7M
Q3 2026
Peak value
$14.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $247K |
| Q3 2025 | $693K |
| Q3 2025 | $402K |
| Q3 2025 | $239K |
| Q3 2025 | $712K |
| Q3 2025 | $896K |
| Q3 2025 | $927K |
| Q3 2025 | $502K |
| Q3 2025 | $10.4M |
| Q3 2025 | $3.2M |
| Q3 2025 | $296K |
| Q3 2025 | $284K |
| Q3 2025 | $265K |
| Q3 2025 | $1M |
| Q3 2025 | $818K |
| Q3 2025 | $2.3M |
| Q4 2025 | $221K |
| Q4 2025 | $248K |
| Q4 2025 | $711K |
| Q4 2025 | $274K |
| Q4 2025 | $231K |
| Q4 2025 | $724K |
| Q4 2025 | $901K |
| Q4 2025 | $962K |
| Q4 2025 | $504K |
| Q4 2025 | $11.7M |
| Q4 2025 | $3.4M |
| Q4 2025 | $301K |
| Q4 2025 | $291K |
| Q4 2025 | $258K |
| Q4 2025 | $742K |
| Q4 2025 | $563K |
| Q4 2025 | $3M |
| Q1 2026 | $253K |
| Q1 2026 | $217K |
| Q1 2026 | $703K |
| Q1 2026 | $292K |
| Q1 2026 | $738K |
| Q1 2026 | $918K |
| Q1 2026 | $1.1M |
| Q1 2026 | $550K |
| Q1 2026 | $11.9M |
| Q1 2026 | $3.4M |
| Q1 2026 | $257K |
| Q1 2026 | $231K |
| Q1 2026 | $256K |
| Q1 2026 | $572K |
| Q1 2026 | $445K |
| Q1 2026 | $3.2M |
| Q2 2026 | $254K |
| Q2 2026 | $249K |
| Q2 2026 | $1.1M |
| Q2 2026 | $297K |
| Q2 2026 | $244K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1M |
| Q2 2026 | $1.6M |
| Q2 2026 | $14.5M |
| Q2 2026 | $3.5M |
| Q2 2026 | $234K |
| Q2 2026 | $262K |
| Q2 2026 | $558K |
| Q2 2026 | $447K |
| Q2 2026 | $3.8M |
| Q3 2026 | $260K |
| Q3 2026 | $229K |
| Q3 2026 | $1.2M |
| Q3 2026 | $285K |
| Q3 2026 | $532K |
| Q3 2026 | $580K |
| Q3 2026 | $511K |
| Q3 2026 | $566K |
| Q3 2026 | $297K |
| Q3 2026 | $1.4M |
| Q3 2026 | $968K |
| Q3 2026 | $1.6M |
| Q3 2026 | $903K |
| Q3 2026 | $228K |
| Q3 2026 | $14.5M |
| Q3 2026 | $3.5M |
| Q3 2026 | $230K |
| Q3 2026 | $259K |
| Q3 2026 | $499K |
| Q3 2026 | $452K |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 90.2K | — | — |
| Q3 2026 | $452K | 19.1K | — | — |
| Q3 2026 | $499K | 12.1K | — | — |
| Q3 2026 | $259K | 6.7K | — | — |
| Q3 2026 | $230K | 6.4K | — | — |
| Q3 2026 | $3.5M | 207.9K | — | — |
| Q3 2026 | $14.5M | 185.2K | — | — |
| Q3 2026 | $228K | 9.7K | — | — |
| Q3 2026 | $903K | 20.3K | — | — |
| Q3 2026 | $1.6M | 9.2K | — | — |
| Q3 2026 | $968K | 7.2K | — | — |
| Q3 2026 | $1.4M | 13.6K | — | — |
| Q3 2026 | $297K | 1.8K | — | — |
| Q3 2026 | $566K | 2.6K | — | — |
| Q3 2026 | $511K | 6.3K | — | — |
| Q3 2026 | $580K | 4.4K | — | — |
| Q3 2026 | $532K | 24.3K | — | — |
| Q3 2026 | $285K | 6.1K | — | — |
| Q3 2026 | $1.2M | 3.5K | — | — |
| Q3 2026 | $229K | 6.1K | — | — |
| Q3 2026 | $260K | 5.3K | — | — |
| Q2 2026 | $3.8M | 89.1K | — | — |
| Q2 2026 | $447K | 18.0K | — | — |
| Q2 2026 | $558K | 12.8K | — | — |
| Q2 2026 | $262K | 6.7K | — | — |
| Q2 2026 | $234K | 6.3K | — | — |
| Q2 2026 | $3.5M | 198.2K | — | — |
| Q2 2026 | $14.5M | 179.3K | — | — |
| Q2 2026 | $1.6M | 8.3K | — | — |
| Q2 2026 | $1M | 7.2K | — | — |
| Q2 2026 | $1.2M | 13.3K | — | — |
| Q2 2026 | $244K | 1.8K | — | — |
| Q2 2026 | $297K | 6.2K | — | — |
| Q2 2026 | $1.1M | 3.3K | — | — |
| Q2 2026 | $249K | 6.1K | — | — |
| Q2 2026 | $254K | 5.2K | — | — |
| Q1 2026 | $3.2M | 81.3K | — | — |
| Q1 2026 | $445K | 18.0K | — | — |
| Q1 2026 | $572K | 13.1K | — | — |
| Q1 2026 | $256K | 6.7K | — | — |
| Q1 2026 | $231K | 6.3K | — | — |
| Q1 2026 | $257K | 3.6K | — | — |
| Q1 2026 | $3.4M | 191.0K | — | — |
| Q1 2026 | $11.9M | 174.1K | — | — |
| Q1 2026 | $550K | 5.9K | — | — |
| Q1 2026 | $1.1M | 7.0K | — | — |
| Q1 2026 | $918K | 7.2K | — | — |
| Q1 2026 | $738K | 11.8K | — | — |
| Q1 2026 | $292K | 6.2K | — | — |
| Q1 2026 | $703K | 3.3K | — | — |
| Q1 2026 | $217K | 6.1K | — | — |
| Q1 2026 | $253K | 5.0K | — | — |
| Q4 2025 | $3M | 77.8K | — | — |
| Q4 2025 | $563K | 22.4K | — | — |
| Q4 2025 | $742K | 16.7K | — | — |
| Q4 2025 | $258K | 6.7K | — | — |
| Q4 2025 | $291K | 8.2K | — | — |
| Q4 2025 | $301K | 4.2K | — | — |
| Q4 2025 | $3.4M | 183.9K | — | — |
| Q4 2025 | $11.7M | 168.3K | — | — |
| Q4 2025 | $504K | 5.2K | — | — |
| Q4 2025 | $962K | 6.3K | — | — |
| Q4 2025 | $901K | 7.2K | — | — |
| Q4 2025 | $724K | 10.1K | — | — |
| Q4 2025 | $231K | 1.8K | — | — |
| Q4 2025 | $274K | 6.0K | — | — |
| Q4 2025 | $711K | 3.1K | — | — |
| Q4 2025 | $248K | 6.9K | — | — |
| Q4 2025 | $221K | 5.0K | — | — |
| Q3 2025 | $2.3M | 60.4K | — | — |
| Q3 2025 | $818K | 32.5K | — | — |
| Q3 2025 | $1M | 23.5K | — | — |
| Q3 2025 | $265K | 6.6K | — | — |
| Q3 2025 | $284K | 8.2K | — | — |
| Q3 2025 | $296K | 4.2K | — | — |
| Q3 2025 | $3.2M | 175.6K | — | — |
| Q3 2025 | $10.4M | 154.2K | — | — |
| Q3 2025 | $502K | 5.1K | — | — |
| Q3 2025 | $927K | 6.1K | — | — |
| Q3 2025 | $896K | 7.1K | — | — |
| Q3 2025 | $712K | 9.4K | — | — |
| Q3 2025 | $239K | 1.8K | — | — |
| Q3 2025 | $402K | 8.7K | — | — |
| Q3 2025 | $693K | 3.0K | — | — |
| Q3 2025 | $247K | 6.9K | — | — |