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Wealth Management Partners, LLC → FPF
Wealth Management Partners, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
9
Latest value
$1.4M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.9M |
| Q4 2025 | $4.1M |
| Q1 2026 | $7.5M |
| Q1 2026 | $4M |
| Q2 2026 | $8.4M |
| Q2 2026 | $5M |
| Q3 2026 | $8.5M |
| Q3 2026 | $4.3M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 13.2K | — | — |
| Q3 2026 | $4.3M | 23.7K | — | — |
| Q3 2026 | $8.5M | 29.6K | — | — |
| Q2 2026 | $5M | 25.0K | — | — |
| Q2 2026 | $8.4M | 31.6K | — | — |
| Q1 2026 | $4M | 24.9K | — | — |
| Q1 2026 | $7.5M | 32.0K | — | — |
| Q4 2025 | $4.1M | 25.0K | — | — |
| Q4 2025 | $8.9M | 32.9K | — | — |