IHT Wealth Management’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 | $1.55M | Buy |
82,256
+340
| +0.4% | +$6.4K | 0.04% | 374 |
|
|
2025
Q1 | $1.51M | Hold |
81,916
| – | – | 0.05% | 348 |
|
|
2024
Q4 | $1.47M | Sell |
81,916
-50,200
| -38% | -$904K | 0.05% | 339 |
|
|
2024
Q3 | $2.58M | Buy |
132,116
+50,200
| +61% | +$979K | 0.07% | 261 |
|
|
2024
Q2 | $1.5M | Sell |
81,916
-1,455
| -2% | -$26.7K | 0.06% | 332 |
|
|
2024
Q1 | $1.49M | Buy |
83,371
+4,466
| +6% | +$80K | 0.06% | 325 |
|
|
2023
Q4 | $1.29M | Sell |
78,905
-3,500
| -4% | -$57.1K | 0.06% | 323 |
|
|
2023
Q3 | $1.23M | Buy |
82,405
+39,410
| +92% | +$587K | 0.06% | 302 |
|
|
2023
Q2 | $667K | Sell |
42,995
-732
| -2% | -$11.4K | 0.03% | 448 |
|
|
2023
Q1 | $690K | Sell |
43,727
-9,038
| -17% | -$143K | 0.04% | 409 |
|
|
2022
Q4 | $890K | Sell |
52,765
-22,221
| -30% | -$375K | 0.06% | 326 |
|
|
2022
Q3 | $1.24M | Sell |
74,986
-3,645
| -5% | -$60.4K | 0.09% | 235 |
|
|
2022
Q2 | $1.47M | Sell |
78,631
-2,093
| -3% | -$39.1K | 0.13% | 169 |
|
|
2022
Q1 | $1.78M | Buy |
80,724
+19,993
| +33% | +$440K | 0.13% | 160 |
|
|
2021
Q4 | $1.49M | Buy |
60,731
+3,096
| +5% | +$76K | 0.11% | 186 |
|
|
2021
Q3 | $1.44M | Buy |
57,635
+3,782
| +7% | +$94.6K | 0.12% | 170 |
|
|
2021
Q2 | $1.35M | Buy |
53,853
+3,582
| +7% | +$89.9K | 0.09% | 255 |
|
|
2021
Q1 | $1.2M | Sell |
50,271
-3,565
| -7% | -$85.4K | 0.09% | 240 |
|
|
2020
Q4 | $1.3M | Sell |
53,836
-23,805
| -31% | -$573K | 0.11% | 202 |
|
|
2020
Q3 | $1.67M | Buy |
77,641
+11,609
| +18% | +$250K | 0.17% | 131 |
|
|
2020
Q2 | $1.41M | Sell |
66,032
-54,990
| -45% | -$1.17M | 0.19% | 121 |
|
|
2020
Q1 | $2.16M | Buy |
121,022
+3,470
| +3% | +$61.9K | 0.31% | 80 |
|
|
2019
Q4 | $2.77M | Sell |
117,552
-1,036
| -0.9% | -$24.4K | 0.33% | 67 |
|
|
2019
Q3 | $2.81M | Buy |
118,588
+18,301
| +18% | +$434K | 0.38% | 60 |
|
|
2019
Q2 | $2.29M | Buy |
100,287
+48,658
| +94% | +$1.11M | 0.33% | 69 |
|
|
2019
Q1 | $1.13M | Buy |
51,629
+34,498
| +201% | +$752K | 0.19% | 135 |
|
|
2018
Q4 | $339K | Buy |
17,131
+6,147
| +56% | +$122K | 0.07% | 303 |
|
|
2018
Q3 | $237K | Sell |
10,984
-1,125
| -9% | -$24.3K | 0.05% | 373 |
|
|
2018
Q2 | $261K | Sell |
12,109
-1,925
| -14% | -$41.5K | 0.07% | 332 |
|
|
2018
Q1 | $322K | Buy |
14,034
+1,075
| +8% | +$24.7K | 0.09% | 258 |
|
|
2017
Q4 | $313K | Buy |
12,959
+835
| +7% | +$20.2K | 0.08% | 278 |
|
|
2017
Q3 | $298K | Buy |
12,124
+951
| +9% | +$23.4K | 0.13% | 184 |
|
|
2017
Q2 | $131 | Sell |
11,173
-1,814
| -14% | -$21 | 0.06% | 295 |
|
|
2017
Q1 | $310K | Sell |
12,987
-2,538
| -16% | -$60.6K | 0.21% | 119 |
|
|
2016
Q4 | $356K | Buy |
+15,525
| New | +$356K | 0.27% | 93 |
|