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WILLNER & HELLER, LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
28
Latest value
$632K
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $218K |
| Q4 2025 | $312K |
| Q4 2025 | $976K |
| Q4 2025 | $556K |
| Q4 2025 | $780K |
| Q4 2025 | $4.3M |
| Q4 2025 | $593K |
| Q1 2026 | $212K |
| Q1 2026 | $541K |
| Q1 2026 | $1M |
| Q1 2026 | $552K |
| Q1 2026 | $894K |
| Q1 2026 | $4.6M |
| Q1 2026 | $692K |
| Q2 2026 | $277K |
| Q2 2026 | $616K |
| Q2 2026 | $1.3M |
| Q2 2026 | $532K |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.5M |
| Q2 2026 | $860K |
| Q3 2026 | $239K |
| Q3 2026 | $601K |
| Q3 2026 | $1.1M |
| Q3 2026 | $487K |
| Q3 2026 | $1M |
| Q3 2026 | $5.2M |
| Q3 2026 | $632K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $632K | 6.1K | — | — |
| Q3 2026 | $5.2M | 66.6K | — | — |
| Q3 2026 | $1M | 8.8K | — | — |
| Q3 2026 | $487K | 10.4K | — | — |
| Q3 2026 | $1.1M | 6.1K | — | — |
| Q3 2026 | $601K | 31.5K | — | — |
| Q3 2026 | $239K | 1.3K | — | — |
| Q2 2026 | $860K | 6.5K | — | — |
| Q2 2026 | $5.5M | 67.6K | — | — |
| Q2 2026 | $1.2M | 9.1K | — | — |
| Q2 2026 | $532K | 11.0K | — | — |
| Q2 2026 | $1.3M | 6.5K | — | — |
| Q2 2026 | $616K | 31.5K | — | — |
| Q2 2026 | $277K | 1.3K | — | — |
| Q1 2026 | $692K | 6.2K | — | — |
| Q1 2026 | $4.6M | 67.8K | — | — |
| Q1 2026 | $894K | 9.2K | — | — |
| Q1 2026 | $552K | 11.7K | — | — |
| Q1 2026 | $1M | 6.5K | — | — |
| Q1 2026 | $541K | 32.2K | — | — |
| Q1 2026 | $212K | 1.3K | — | — |
| Q4 2025 | $593K | 6.0K | — | — |
| Q4 2025 | $4.3M | 62.1K | — | — |
| Q4 2025 | $780K | 8.1K | — | — |
| Q4 2025 | $556K | 12.1K | — | — |
| Q4 2025 | $976K | 6.0K | — | — |
| Q4 2025 | $312K | 18.3K | — | — |
| Q4 2025 | $218K | 1.3K | — | — |