Prospera Financial Services’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 | $783K | Buy |
41,580
+1,327
| +3% | +$25K | 0.01% | 742 |
|
|
2025
Q1 | $740K | Sell |
40,253
-39
| -0.1% | -$717 | 0.02% | 644 |
|
|
2024
Q4 | $725K | Sell |
40,292
-2,531
| -6% | -$45.6K | 0.02% | 632 |
|
|
2024
Q3 | $836K | Buy |
42,823
+1,581
| +4% | +$30.9K | 0.02% | 548 |
|
|
2024
Q2 | $758K | Buy |
41,242
+1,442
| +4% | +$26.5K | 0.02% | 580 |
|
|
2024
Q1 | $713K | Buy |
39,800
+54
| +0.1% | +$968 | 0.02% | 590 |
|
|
2023
Q4 | $648K | Buy |
39,746
+5,485
| +16% | +$89.5K | 0.02% | 578 |
|
|
2023
Q3 | $510K | Buy |
34,261
+1,487
| +5% | +$22.2K | 0.02% | 608 |
|
|
2023
Q2 | $508K | Hold |
32,774
| – | – | 0.02% | 609 |
|
|
2023
Q1 | $517K | Buy |
32,774
+605
| +2% | +$9.55K | 0.02% | 603 |
|
|
2022
Q4 | $543K | Buy |
32,169
+1,000
| +3% | +$16.9K | 0.03% | 510 |
|
|
2022
Q3 | $517K | Hold |
31,169
| – | – | 0.03% | 513 |
|
|
2022
Q2 | $582K | Buy |
31,169
+1,350
| +5% | +$25.2K | 0.03% | 481 |
|
|
2022
Q1 | $656K | Buy |
29,819
+3,857
| +15% | +$84.9K | 0.03% | 523 |
|
|
2021
Q4 | $637K | Buy |
25,962
+3,114
| +14% | +$76.4K | 0.03% | 506 |
|
|
2021
Q3 | $572K | Sell |
22,848
-4,178
| -15% | -$105K | 0.03% | 495 |
|
|
2021
Q2 | $679K | Buy |
27,026
+4,684
| +21% | +$118K | 0.03% | 451 |
|
|
2021
Q1 | $535K | Buy |
22,342
+2,394
| +12% | +$57.3K | 0.03% | 473 |
|
|
2020
Q4 | $480K | Buy |
+19,948
| New | +$480K | 0.03% | 428 |
|
|
2020
Q3 | – | Sell |
-17,752
| Closed | -$378K | – | 1640 |
|
|
2020
Q2 | $378K | Buy |
17,752
+3,827
| +27% | +$81.5K | 0.03% | 397 |
|
|
2020
Q1 | $248K | Buy |
+13,925
| New | +$248K | 0.03% | 436 |
|