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WINNACLE WEALTH LLC FPF Position History
First Trust Intermediate Duration Preferred & Income Fund
Quarters held
31
Latest value
$382K
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $1.2M |
| Q3 2025 | $828K |
| Q3 2025 | $56K |
| Q4 2025 | $41K |
| Q4 2025 | $1M |
| Q4 2025 | $955K |
| Q4 2025 | $828K |
| Q4 2025 | $309K |
| Q4 2025 | $5.5M |
| Q1 2026 | $1M |
| Q1 2026 | $880K |
| Q1 2026 | $681K |
| Q1 2026 | $382K |
| Q1 2026 | $5M |
| Q1 2026 | $460K |
| Q1 2026 | $404K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q2 2026 | $655K |
| Q2 2026 | $621K |
| Q2 2026 | $5.2M |
| Q2 2026 | $555K |
| Q2 2026 | $501K |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.6M |
| Q3 2026 | $463K |
| Q3 2026 | $293K |
| Q3 2026 | $4.7M |
| Q3 2026 | $416K |
| Q3 2026 | $382K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $382K | 9.4K | — | — |
| Q3 2026 | $416K | 11.1K | — | — |
| Q3 2026 | $4.7M | 97.2K | — | — |
| Q3 2026 | $293K | 6.1K | — | — |
| Q3 2026 | $463K | 25.1K | — | — |
| Q3 2026 | $1.6M | 56.6K | — | — |
| Q3 2026 | $1.5M | 67.6K | — | — |
| Q2 2026 | $501K | 12.7K | — | — |
| Q2 2026 | $555K | 15.2K | — | — |
| Q2 2026 | $5.2M | 109.9K | — | — |
| Q2 2026 | $621K | 12.3K | — | — |
| Q2 2026 | $655K | 34.0K | — | — |
| Q2 2026 | $1.2M | 41.2K | — | — |
| Q2 2026 | $1.2M | 54.0K | — | — |
| Q1 2026 | $404K | 11.4K | — | — |
| Q1 2026 | $460K | 13.6K | — | — |
| Q1 2026 | $5M | 113.6K | — | — |
| Q1 2026 | $382K | 7.8K | — | — |
| Q1 2026 | $681K | 35.8K | — | — |
| Q1 2026 | $880K | 34.5K | — | — |
| Q1 2026 | $1M | 47.2K | — | — |
| Q4 2025 | $5.5M | 122.5K | — | — |
| Q4 2025 | $309K | 6.2K | — | — |
| Q4 2025 | $828K | 41.4K | — | — |
| Q4 2025 | $955K | 35.4K | — | — |
| Q4 2025 | $1M | 47.4K | — | — |
| Q4 2025 | $41K | 150 | — | — |
| Q3 2025 | $56K | 1.2K | — | — |
| Q3 2025 | $828K | 41.4K | — | — |
| Q3 2025 | $1.2M | 47.0K | — | — |
| Q3 2025 | $1.3M | 60.3K | — | — |