IHT Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Hold |
73,643
| – | – | 0.03% | 494 |
|
|
2025
Q4 | $1.37M | Sell |
73,643
-9,200
| -11% | -$172K | 0.03% | 449 |
|
|
2025
Q3 | $1.59M | Buy |
82,843
+587
| +0.7% | +$11.2K | 0.04% | 393 |
|
|
2025
Q2 | $1.55M | Buy |
82,256
+340
| +0.4% | +$6.07K | 0.04% | 374 |
|
|
2025
Q1 | $1.51M | Hold |
81,916
| – | – | 0.05% | 348 |
|
|
2024
Q4 | $1.47M | Sell |
81,916
-50,200
| -38% | -$943K | 0.05% | 339 |
|
|
2024
Q3 | $2.58M | Buy |
132,116
+50,200
| +61% | +$931K | 0.07% | 261 |
|
|
2024
Q2 | $1.5M | Sell |
81,916
-1,455
| -2% | -$25.5K | 0.06% | 332 |
|
|
2024
Q1 | $1.49M | Buy |
83,371
+4,466
| +6% | +$77.3K | 0.06% | 325 |
|
|
2023
Q4 | $1.29M | Sell |
78,905
-3,500
| -4% | -$53K | 0.06% | 323 |
|
|
2023
Q3 | $1.23M | Buy |
82,405
+39,410
| +92% | +$602K | 0.06% | 302 |
|
|
2023
Q2 | $667K | Sell |
42,995
-732
| -2% | -$11.2K | 0.03% | 448 |
|
|
2023
Q1 | $690K | Sell |
43,727
-9,038
| -17% | -$158K | 0.04% | 409 |
|
|
2022
Q4 | $890K | Sell |
52,765
-22,221
| -30% | -$372K | 0.06% | 326 |
|
|
2022
Q3 | $1.24M | Sell |
74,986
-3,645
| -5% | -$68.9K | 0.09% | 235 |
|
|
2022
Q2 | $1.47M | Sell |
78,631
-2,093
| -3% | -$41K | 0.13% | 169 |
|
|
2022
Q1 | $1.77M | Buy |
80,724
+19,993
| +33% | +$445K | 0.13% | 160 |
|
|
2021
Q4 | $1.49M | Buy |
60,731
+3,096
| +5% | +$77.1K | 0.11% | 186 |
|
|
2021
Q3 | $1.44M | Buy |
57,635
+3,782
| +7% | +$96.8K | 0.12% | 170 |
|
|
2021
Q2 | $1.35M | Buy |
53,853
+3,582
| +7% | +$88.4K | 0.09% | 255 |
|
|
2021
Q1 | $1.2M | Sell |
50,271
-3,565
| -7% | -$83.6K | 0.09% | 240 |
|
|
2020
Q4 | $1.29M | Sell |
53,836
-23,805
| -31% | -$534K | 0.11% | 202 |
|
|
2020
Q3 | $1.67M | Buy |
77,641
+11,609
| +18% | +$252K | 0.17% | 131 |
|
|
2020
Q2 | $1.41M | Sell |
66,032
-54,990
| -45% | -$1.11M | 0.19% | 121 |
|
|
2020
Q1 | $2.16M | Buy |
121,022
+3,470
| +3% | +$77.3K | 0.31% | 80 |
|
|
2019
Q4 | $2.77M | Sell |
117,552
-1,036
| -0.9% | -$24.6K | 0.33% | 67 |
|
|
2019
Q3 | $2.81M | Buy |
118,588
+18,301
| +18% | +$425K | 0.38% | 60 |
|
|
2019
Q2 | $2.29M | Buy |
100,287
+48,658
| +94% | +$1.08M | 0.33% | 69 |
|
|
2019
Q1 | $1.13M | Buy |
51,629
+34,498
| +201% | +$732K | 0.19% | 135 |
|
|
2018
Q4 | $339K | Buy |
17,131
+6,147
| +56% | +$123K | 0.07% | 303 |
|
|
2018
Q3 | $237K | Sell |
10,984
-1,125
| -9% | -$24.5K | 0.05% | 373 |
|
|
2018
Q2 | $261K | Sell |
12,109
-1,925
| -14% | -$42.7K | 0.07% | 332 |
|
|
2018
Q1 | $322K | Buy |
14,034
+1,075
| +8% | +$25.1K | 0.09% | 258 |
|
|
2017
Q4 | $313K | Buy |
12,959
+835
| +7% | +$20.6K | 0.08% | 278 |
|
|
2017
Q3 | $298K | Buy |
12,124
+951
| +9% | +$23.3K | 0.13% | 184 |
|
|
2017
Q2 | $131 | Sell |
11,173
-1,814
| -14% | -$43.6K | 0.06% | 295 |
|
|
2017
Q1 | $310K | Sell |
12,987
-2,538
| -16% | -$58.8K | 0.21% | 119 |
|
|
2016
Q4 | $356K | Buy |
+15,525
| New | +$344K | 0.27% | 93 |
|
Other funds holding FPF
SIA
PPG
MOS
DADC