SOA Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Buy |
706
+16
| +2% | +$301 | ﹤0.01% | 566 |
|
|
2025
Q1 | $12.7K | Buy |
690
+16
| +2% | +$294 | ﹤0.01% | 535 |
|
|
2024
Q4 | $12.1K | Buy |
674
+14
| +2% | +$252 | ﹤0.01% | 529 |
|
|
2024
Q3 | $12.9K | Buy |
660
+15
| +2% | +$293 | ﹤0.01% | 507 |
|
|
2024
Q2 | $11.9K | Buy |
645
+15
| +2% | +$276 | ﹤0.01% | 514 |
|
|
2024
Q1 | $11.3K | Buy |
630
+14
| +2% | +$251 | ﹤0.01% | 521 |
|
|
2023
Q4 | $10K | Buy |
616
+14
| +2% | +$228 | ﹤0.01% | 521 |
|
|
2023
Q3 | $8.97K | Buy |
602
+13
| +2% | +$194 | ﹤0.01% | 542 |
|
|
2023
Q2 | $9.14K | Buy |
589
+12
| +2% | +$186 | ﹤0.01% | 543 |
|
|
2023
Q1 | $9.11K | Buy |
577
+11
| +2% | +$174 | ﹤0.01% | 536 |
|
|
2022
Q4 | $9.55K | Buy |
566
+11
| +2% | +$186 | ﹤0.01% | 524 |
|
|
2022
Q3 | $9K | Buy |
555
+11
| +2% | +$178 | ﹤0.01% | 523 |
|
|
2022
Q2 | $10K | Buy |
544
+11
| +2% | +$202 | ﹤0.01% | 494 |
|
|
2022
Q1 | $11K | Buy |
533
+9
| +2% | +$186 | ﹤0.01% | 569 |
|
|
2021
Q4 | $12K | Buy |
524
+8
| +2% | +$183 | ﹤0.01% | 534 |
|
|
2021
Q3 | $12K | Buy |
516
+7
| +1% | +$163 | ﹤0.01% | 545 |
|
|
2021
Q2 | $12K | Buy |
509
+8
| +2% | +$189 | ﹤0.01% | 548 |
|
|
2021
Q1 | $12K | Buy |
501
+5
| +1% | +$120 | ﹤0.01% | 482 |
|
|
2020
Q4 | $11K | Buy |
+496
| New | +$11K | ﹤0.01% | 495 |
|