Icon Wealth Advisors’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 | $199K | Sell |
10,588
-1,100
| -9% | -$20.7K | 0.01% | 367 |
|
|
2025
Q1 | $215K | Hold |
11,688
| – | – | 0.02% | 337 |
|
|
2024
Q4 | $210K | Hold |
11,688
| – | – | 0.02% | 360 |
|
|
2024
Q3 | $228K | Hold |
11,688
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $214K | Hold |
11,688
| – | – | 0.02% | 322 |
|
|
2024
Q1 | $209K | Hold |
11,688
| – | – | 0.02% | 330 |
|
|
2023
Q4 | $191K | Buy |
+11,688
| New | +$191K | 0.02% | 328 |
|
|
2022
Q4 | $657K | Hold |
38,938
| – | – | 0.08% | 168 |
|
|
2022
Q3 | $646K | Buy |
+38,938
| New | +$646K | 0.08% | 168 |
|