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WESPAC Advisors SoCal, LLC → FPF
WESPAC Advisors SoCal, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
34
Latest value
$566K
Q3 2026
Peak value
$13.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $328K |
| Q3 2025 | $12.6M |
| Q3 2025 | $6.7M |
| Q3 2025 | $3.1M |
| Q3 2025 | $746K |
| Q3 2025 | $200K |
| Q4 2025 | $335K |
| Q4 2025 | $12.4M |
| Q4 2025 | $6.2M |
| Q4 2025 | $8M |
| Q4 2025 | $910K |
| Q4 2025 | $226K |
| Q1 2026 | $384K |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.2M |
| Q1 2026 | $11M |
| Q1 2026 | $724K |
| Q1 2026 | $357K |
| Q2 2026 | $367K |
| Q2 2026 | $2.4M |
| Q2 2026 | $4.5M |
| Q2 2026 | $13.5M |
| Q2 2026 | $297K |
| Q2 2026 | $2.2M |
| Q2 2026 | $378K |
| Q2 2026 | $537K |
| Q3 2026 | $371K |
| Q3 2026 | $2.2M |
| Q3 2026 | $5.1M |
| Q3 2026 | $13.3M |
| Q3 2026 | $289K |
| Q3 2026 | $1.8M |
| Q3 2026 | $303K |
| Q3 2026 | $566K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $566K | 15.1K | — | — |
| Q3 2026 | $303K | 6.6K | — | — |
| Q3 2026 | $1.8M | 17.4K | — | — |
| Q3 2026 | $289K | 10.4K | — | — |
| Q3 2026 | $13.3M | 75.1K | — | — |
| Q3 2026 | $5.1M | 49.8K | — | — |
| Q3 2026 | $2.2M | 115.0K | — | — |
| Q3 2026 | $371K | 7.5K | — | — |
| Q2 2026 | $537K | 14.7K | — | — |
| Q2 2026 | $378K | 7.6K | — | — |
| Q2 2026 | $2.2M | 16.7K | — | — |
| Q2 2026 | $297K | 10.1K | — | — |
| Q2 2026 | $13.5M | 70.3K | — | — |
| Q2 2026 | $4.5M | 49.6K | — | — |
| Q2 2026 | $2.4M | 125.1K | — | — |
| Q2 2026 | $367K | 7.5K | — | — |
| Q1 2026 | $357K | 10.6K | — | — |
| Q1 2026 | $724K | 14.8K | — | — |
| Q1 2026 | $11M | 67.1K | — | — |
| Q1 2026 | $3.2M | 51.1K | — | — |
| Q1 2026 | $2.2M | 130.4K | — | — |
| Q1 2026 | $384K | 7.5K | — | — |
| Q4 2025 | $226K | 6.6K | — | — |
| Q4 2025 | $910K | 18.5K | — | — |
| Q4 2025 | $8M | 52.6K | — | — |
| Q4 2025 | $6.2M | 86.5K | — | — |
| Q4 2025 | $12.4M | 731.3K | — | — |
| Q4 2025 | $335K | 7.5K | — | — |
| Q3 2025 | $200K | 6.0K | — | — |
| Q3 2025 | $746K | 15.3K | — | — |
| Q3 2025 | $3.1M | 20.2K | — | — |
| Q3 2025 | $6.7M | 88.5K | — | — |
| Q3 2025 | $12.6M | 744.1K | — | — |
| Q3 2025 | $328K | 7.5K | — | — |