Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $29K | Sell |
1,647
-647
| -28% | -$11.4K | 0.02% | 251 |
|
|
2024
Q3 | $44K | Sell |
2,294
-91
| -4% | -$1.75K | 0.01% | 502 |
|
|
2024
Q2 | $43K | Buy |
2,385
+2
| +0.1% | +$36 | 0.01% | 507 |
|
|
2024
Q1 | $42.7K | Sell |
2,383
-637
| -21% | -$11.4K | 0.01% | 502 |
|
|
2023
Q4 | $49K | Sell |
3,020
-981
| -25% | -$15.9K | 0.02% | 461 |
|
|
2023
Q3 | $59.6K | Buy |
+4,001
| New | +$59.6K | 0.02% | 410 |
|
|
2023
Q1 | $445K | Buy |
+28,191
| New | +$445K | 0.17% | 116 |
|
|
2022
Q4 | – | Sell |
-37,116
| Closed | -$615K | – | 581 |
|
|
2022
Q3 | $615K | Sell |
37,116
-3,678
| -9% | -$60.9K | 0.25% | 89 |
|
|
2022
Q2 | $762K | Buy |
40,794
+8,326
| +26% | +$156K | 0.34% | 66 |
|
|
2022
Q1 | $714K | Buy |
32,468
+7,690
| +31% | +$169K | 0.29% | 92 |
|
|
2021
Q4 | $608K | Buy |
+24,778
| New | +$608K | 0.23% | 111 |
|