Back to FPF
WealthPLAN Partners, LLC → FPF
WealthPLAN Partners, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
29
Latest value
$12.1M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $205K |
| Q3 2025 | $307K |
| Q3 2025 | $672K |
| Q3 2025 | $453K |
| Q3 2025 | $10K |
| Q3 2025 | $7.2M |
| Q3 2025 | $14.3M |
| Q3 2025 | $19K |
| Q4 2025 | $212K |
| Q4 2025 | $326K |
| Q4 2025 | $673K |
| Q4 2025 | $511K |
| Q4 2025 | $8K |
| Q4 2025 | $6.8M |
| Q4 2025 | $14M |
| Q4 2025 | $13K |
| Q1 2026 | $322K |
| Q1 2026 | $644K |
| Q1 2026 | $261K |
| Q1 2026 | $4K |
| Q1 2026 | $4.9M |
| Q1 2026 | $11.3M |
| Q1 2026 | $6K |
| Q2 2026 | $697K |
| Q2 2026 | $3.4M |
| Q2 2026 | $12.7M |
| Q3 2026 | $744K |
| Q3 2026 | $2.4M |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 321.9K | — | — |
| Q3 2026 | $2.4M | 31.9K | — | — |
| Q3 2026 | $744K | 5.7K | — | — |
| Q2 2026 | $12.7M | 348.8K | — | — |
| Q2 2026 | $3.4M | 46.0K | — | — |
| Q2 2026 | $697K | 5.7K | — | — |
| Q1 2026 | $6K | 180 | — | — |
| Q1 2026 | $11.3M | 335.5K | — | — |
| Q1 2026 | $4.9M | 70.1K | — | — |
| Q1 2026 | $4K | 58 | — | — |
| Q1 2026 | $261K | 3.8K | — | — |
| Q1 2026 | $644K | 5.9K | — | — |
| Q1 2026 | $322K | 6.8K | — | — |
| Q4 2025 | $13K | 388 | — | — |
| Q4 2025 | $14M | 409.7K | — | — |
| Q4 2025 | $6.8M | 95.8K | — | — |
| Q4 2025 | $8K | 106 | — | — |
| Q4 2025 | $511K | 7.4K | — | — |
| Q4 2025 | $673K | 5.9K | — | — |
| Q4 2025 | $326K | 7.1K | — | — |
| Q4 2025 | $212K | 1.3K | — | — |
| Q3 2025 | $19K | 566 | — | — |
| Q3 2025 | $14.3M | 426.4K | — | — |
| Q3 2025 | $7.2M | 102.8K | — | — |
| Q3 2025 | $10K | 147 | — | — |
| Q3 2025 | $453K | 6.7K | — | — |
| Q3 2025 | $672K | 6.1K | — | — |
| Q3 2025 | $307K | 6.7K | — | — |
| Q3 2025 | $205K | 1.2K | — | — |