Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $146K | Sell |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $184K | Buy |
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|
2024
Q2 | $155K | Sell |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $167K | Buy |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $619K | Sell |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $824K | Buy |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $704K | Buy |
|