Lido 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 | $449K | Sell |
23,883
-700
| -3% | -$13.2K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $452K | Buy |
24,583
+28
| +0.1% | +$515 | ﹤0.01% | 978 |
|
|
2024
Q4 | $445K | Buy |
24,555
+700
| +3% | +$12.7K | ﹤0.01% | 956 |
|
|
2024
Q3 | $466K | Hold |
23,855
| – | – | ﹤0.01% | 885 |
|
|
2024
Q2 | $438K | Hold |
23,855
| – | – | ﹤0.01% | 876 |
|
|
2024
Q1 | $427K | Buy |
23,855
+9,143
| +62% | +$164K | ﹤0.01% | 862 |
|
|
2023
Q4 | $242K | Buy |
+14,712
| New | +$242K | ﹤0.01% | 1018 |
|
|
2022
Q2 | – | Sell |
-9,364
| Closed | -$205K | – | 874 |
|
|
2022
Q1 | $205K | Sell |
9,364
-1
| -0% | -$22 | ﹤0.01% | 835 |
|
|
2021
Q4 | $229K | Buy |
9,365
+1
| +0% | +$24 | ﹤0.01% | 805 |
|
|
2021
Q3 | $234K | Buy |
9,364
+198
| +2% | +$4.95K | ﹤0.01% | 740 |
|
|
2021
Q2 | $230K | Hold |
9,166
| – | – | ﹤0.01% | 711 |
|
|
2021
Q1 | $220K | Hold |
9,166
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $221K | Sell |
9,166
-2,104
| -19% | -$50.7K | ﹤0.01% | 641 |
|
|
2020
Q3 | $242K | Hold |
11,270
| – | – | 0.01% | 476 |
|
|
2020
Q2 | $240K | Sell |
11,270
-3,818
| -25% | -$81.3K | 0.01% | 437 |
|
|
2020
Q1 | $269K | Buy |
+15,088
| New | +$269K | 0.01% | 391 |
|