Ameritas Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19K | Buy |
+276
| New | +$5.19K | ﹤0.01% | 2223 |
|
|
2024
Q4 | – | Sell |
-10,176
| Closed | -$199K | – | 890 |
|
|
2024
Q3 | $199K | Hold |
10,176
| – | – | 0.01% | 812 |
|
|
2024
Q2 | $187K | Hold |
10,176
| – | – | 0.01% | 858 |
|
|
2024
Q1 | $181K | Buy |
+10,176
| New | +$181K | 0.01% | 832 |
|
|
2023
Q4 | – | Sell |
-19,609
| Closed | -$284K | – | 750 |
|
|
2023
Q3 | $284K | Buy |
19,609
+6,996
| +55% | +$101K | 0.01% | 646 |
|
|
2023
Q2 | $192K | Sell |
12,613
-12,539
| -50% | -$190K | 0.02% | 521 |
|
|
2023
Q1 | $394K | Sell |
25,152
-2,543
| -9% | -$39.8K | 0.02% | 558 |
|
|
2022
Q4 | $467K | Sell |
27,695
-1,691
| -6% | -$28.5K | 0.02% | 552 |
|
|
2022
Q3 | $487K | Sell |
29,386
-1,152
| -4% | -$19.1K | 0.03% | 443 |
|
|
2022
Q2 | $570K | Buy |
30,538
+272
| +0.9% | +$5.08K | 0.03% | 417 |
|
|
2022
Q1 | $666K | Buy |
30,266
+12
| +0% | +$264 | 0.02% | 432 |
|
|
2021
Q4 | $742K | Buy |
+30,254
| New | +$742K | 0.03% | 398 |
|