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Valtinson Bruner Financial Planning LLC → FPF
Valtinson Bruner Financial Planning LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
26
Latest value
$2.9M
Q3 2026
Peak value
$26M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $22M |
| Q3 2025 | $14.4M |
| Q3 2025 | $2.9M |
| Q4 2025 | $1.2M |
| Q4 2025 | $19.7M |
| Q4 2025 | $201K |
| Q4 2025 | $14.5M |
| Q4 2025 | $3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $21M |
| Q1 2026 | $305K |
| Q1 2026 | $13.8M |
| Q1 2026 | $2.9M |
| Q2 2026 | $560K |
| Q2 2026 | $1.2M |
| Q2 2026 | $24.2M |
| Q2 2026 | $327K |
| Q2 2026 | $15.9M |
| Q2 2026 | $3.2M |
| Q3 2026 | $680K |
| Q3 2026 | $1.2M |
| Q3 2026 | $26M |
| Q3 2026 | $335K |
| Q3 2026 | $17.1M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 97.5K | — | — |
| Q3 2026 | $17.1M | 421.3K | — | — |
| Q3 2026 | $335K | 7.4K | — | — |
| Q3 2026 | $26M | 694.4K | — | — |
| Q3 2026 | $1.2M | 24.0K | — | — |
| Q3 2026 | $680K | 8.7K | — | — |
| Q2 2026 | $3.2M | 109.9K | — | — |
| Q2 2026 | $15.9M | 405.7K | — | — |
| Q2 2026 | $327K | 7.4K | — | — |
| Q2 2026 | $24.2M | 663.2K | — | — |
| Q2 2026 | $1.2M | 24.1K | — | — |
| Q2 2026 | $560K | 6.9K | — | — |
| Q1 2026 | $2.9M | 108.9K | — | — |
| Q1 2026 | $13.8M | 390.6K | — | — |
| Q1 2026 | $305K | 7.4K | — | — |
| Q1 2026 | $21M | 622.1K | — | — |
| Q1 2026 | $1.2M | 24.3K | — | — |
| Q4 2025 | $3M | 108.5K | — | — |
| Q4 2025 | $14.5M | 405.9K | — | — |
| Q4 2025 | $201K | 4.8K | — | — |
| Q4 2025 | $19.7M | 573.7K | — | — |
| Q4 2025 | $1.2M | 24.8K | — | — |
| Q3 2025 | $2.9M | 109.1K | — | — |
| Q3 2025 | $14.4M | 413.6K | — | — |
| Q3 2025 | $22M | 659.4K | — | — |
| Q3 2025 | $1.3M | 25.9K | — | — |