OBWG
FPF
Onyx Bridge Wealth Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
66,077
+1,808
| +3% | +$34K | 0.16% | 103 |
|
|
2025
Q1 | $1.18M | Buy |
64,269
+2,876
| +5% | +$52.9K | 0.17% | 96 |
|
|
2024
Q4 | $1.11M | Sell |
61,393
-3,998
| -6% | -$72K | 0.16% | 92 |
|
|
2024
Q3 | $1.28M | Buy |
65,391
+2,899
| +5% | +$56.6K | 0.19% | 88 |
|
|
2024
Q2 | $1.15M | Buy |
62,492
+1,349
| +2% | +$24.8K | 0.19% | 88 |
|
|
2024
Q1 | $1.04M | Buy |
61,143
+3,394
| +6% | +$58K | 0.19% | 90 |
|
|
2023
Q4 | $942K | Sell |
57,749
-3,465
| -6% | -$56.5K | 0.19% | 82 |
|
|
2023
Q3 | $912K | Buy |
61,214
+1,470
| +2% | +$21.9K | 0.21% | 76 |
|
|
2023
Q2 | $927K | Buy |
59,744
+11,144
| +23% | +$173K | 0.22% | 84 |
|
|
2023
Q1 | $767K | Buy |
48,600
+4,007
| +9% | +$63.2K | 0.31% | 61 |
|
|
2022
Q4 | $776K | Buy |
44,593
+2,978
| +7% | +$51.8K | 0.32% | 45 |
|
|
2022
Q3 | $671K | Buy |
41,615
+4,837
| +13% | +$78K | 0.31% | 54 |
|
|
2022
Q2 | $693K | Buy |
36,778
+6,261
| +21% | +$118K | 0.31% | 44 |
|
|
2022
Q1 | $612K | Sell |
30,517
-3,760
| -11% | -$75.4K | 0.23% | 53 |
|
|
2021
Q4 | $847K | Sell |
34,277
-195
| -0.6% | -$4.82K | 0.29% | 44 |
|
|
2021
Q3 | $867K | Buy |
34,472
+8
| +0% | +$201 | 0.33% | 37 |
|
|
2021
Q2 | $859K | Sell |
34,464
-1,408
| -4% | -$35.1K | 0.37% | 31 |
|
|
2021
Q1 | $859K | Sell |
35,872
-1,121
| -3% | -$26.8K | 0.43% | 24 |
|
|
2020
Q4 | $890K | Buy |
+36,993
| New | +$890K | 0.58% | 21 |
|