IFP 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 | $97.5K | Hold |
5,179
| – | – | ﹤0.01% | 1655 |
|
|
2025
Q1 | $95.2K | Hold |
5,179
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q4 | $93.2K | Hold |
5,179
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q3 | $101K | Hold |
5,179
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q2 | $95.1K | Hold |
5,179
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q1 | $92.8K | Hold |
5,179
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q4 | $84.5K | Sell |
5,179
-1,826
| -26% | -$29.8K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $104K | Hold |
7,005
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q2 | $109K | Buy |
7,005
+207
| +3% | +$3.21K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $148K | Sell |
6,798
-5,712
| -46% | -$125K | 0.01% | 1067 |
|
|
2022
Q4 | $273K | Sell |
12,510
-2,351
| -16% | -$51.3K | 0.01% | 1186 |
|
|
2022
Q3 | $326K | Sell |
14,861
-2,389
| -14% | -$52.4K | 0.01% | 1149 |
|
|
2022
Q2 | $377K | Hold |
17,250
| – | – | 0.01% | 967 |
|
|
2022
Q1 | $377K | Buy |
+17,250
| New | +$377K | 0.01% | 967 |
|
|
2019
Q1 | $278K | Sell |
12,800
-79,409
| -86% | -$1.72M | 0.04% | 399 |
|
|
2018
Q4 | $1.83M | Sell |
92,209
-44,622
| -33% | -$885K | 0.11% | 203 |
|
|
2018
Q3 | $2.95M | Buy |
136,831
+36,385
| +36% | +$784K | 0.12% | 192 |
|
|
2018
Q2 | $2.17M | Buy |
100,446
+5,302
| +6% | +$114K | 0.09% | 232 |
|
|
2018
Q1 | $2.32M | Hold |
95,144
| – | – | 0.11% | 216 |
|
|
2017
Q4 | $2.32M | Buy |
95,144
+3,586
| +4% | +$87.4K | 0.11% | 215 |
|
|
2017
Q3 | $2.26M | Buy |
91,558
+746
| +0.8% | +$18.4K | 0.09% | 242 |
|
|
2017
Q2 | $2.25M | Buy |
90,812
+15,549
| +21% | +$386K | 0.1% | 235 |
|
|
2017
Q1 | $1.75M | Buy |
75,263
+5,542
| +8% | +$129K | 0.08% | 283 |
|
|
2016
Q4 | $1.58M | Buy |
69,721
+3,328
| +5% | +$75.5K | 0.08% | 284 |
|
|
2016
Q3 | $1.55M | Buy |
66,393
+6,164
| +10% | +$144K | 0.08% | 262 |
|
|
2016
Q2 | $1.42M | Buy |
60,229
+47,429
| +371% | +$1.12M | 0.08% | 272 |
|
|
2016
Q1 | $278K | Sell |
12,800
-12,380
| -49% | -$269K | 0.04% | 399 |
|
|
2015
Q4 | $536K | Buy |
+25,180
| New | +$536K | 0.04% | 478 |
|