Rothschild Investment LLC’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 | $7.53K | Sell |
400
-166,098
| -100% | -$3.13M | ﹤0.01% | 1320 |
|
2025
Q1 | $3.06M | Sell |
166,498
-26,700
| -14% | -$491K | 0.2% | 108 |
|
2024
Q4 | $3.48M | Sell |
193,198
-6,000
| -3% | -$108K | 0.23% | 100 |
|
2024
Q3 | $3.89M | Sell |
199,198
-6,200
| -3% | -$121K | 0.25% | 90 |
|
2024
Q2 | $3.77M | Sell |
205,398
-2,500
| -1% | -$45.9K | 0.26% | 86 |
|
2024
Q1 | $3.73M | Sell |
207,898
-200
| -0.1% | -$3.58K | 0.27% | 87 |
|
2023
Q4 | $3.39M | Buy |
+208,098
| New | +$3.39M | 0.28% | 85 |
|