SOA Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3K	Buy	753 +16	+2%	+$298	﹤0.01%	545
2025 Q4	$13.7K	Buy	737 +16	+2%	+$299	﹤0.01%	553
2025 Q3	$13.8K	Buy	721 +15	+2%	+$286	﹤0.01%	568
2025 Q2	$13.3K	Buy	706 +16	+2%	+$286	﹤0.01%	566
2025 Q1	$12.7K	Buy	690 +16	+2%	+$296	﹤0.01%	535
2024 Q4	$12.1K	Buy	674 +14	+2%	+$263	﹤0.01%	529
2024 Q3	$12.9K	Buy	660 +15	+2%	+$278	﹤0.01%	507
2024 Q2	$11.9K	Buy	645 +15	+2%	+$263	﹤0.01%	514
2024 Q1	$11.3K	Buy	630 +14	+2%	+$242	﹤0.01%	521
2023 Q4	$10K	Buy	616 +14	+2%	+$212	﹤0.01%	521
2023 Q3	$8.97K	Buy	602 +13	+2%	+$198	﹤0.01%	542
2023 Q2	$9.14K	Buy	589 +12	+2%	+$184	﹤0.01%	543
2023 Q1	$9.11K	Buy	577 +11	+2%	+$193	﹤0.01%	536
2022 Q4	$9.55K	Buy	566 +11	+2%	+$184	﹤0.01%	524
2022 Q3	$9K	Buy	555 +11	+2%	+$208	﹤0.01%	523
2022 Q2	$10K	Buy	544 +11	+2%	+$215	﹤0.01%	494
2022 Q1	$11K	Buy	533 +9	+2%	+$200	﹤0.01%	569
2021 Q4	$12K	Buy	524 +8	+2%	+$199	﹤0.01%	534
2021 Q3	$12K	Buy	516 +7	+1%	+$179	﹤0.01%	545
2021 Q2	$12K	Buy	509 +8	+2%	+$197	﹤0.01%	548
2021 Q1	$12K	Buy	501 +5	+1%	+$117	﹤0.01%	482
2020 Q4	$11K	Buy	+496	New	+$11.1K	﹤0.01%	495