Spire Wealth Management’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 | $143K | Sell |
7,606
-1,764
| -19% | -$33.2K | 0.01% | 856 |
|
|
2025
Q1 | $172K | Buy |
9,370
+970
| +12% | +$17.8K | 0.01% | 858 |
|
|
2024
Q4 | $151K | Sell |
8,400
-1,025
| -11% | -$18.5K | ﹤0.01% | 899 |
|
|
2024
Q3 | $184K | Buy |
9,425
+1,000
| +12% | +$19.5K | 0.01% | 750 |
|
|
2024
Q2 | $155K | Sell |
8,425
-836
| -9% | -$15.4K | 0.01% | 779 |
|
|
2024
Q1 | $166K | Buy |
9,261
+583
| +7% | +$10.4K | ﹤0.01% | 827 |
|
|
2023
Q4 | $146K | Sell |
8,678
-1,900
| -18% | -$32.1K | ﹤0.01% | 867 |
|
|
2023
Q3 | $158K | Hold |
10,578
| – | – | 0.01% | 784 |
|
|
2023
Q2 | $164K | Hold |
10,578
| – | – | 0.01% | 785 |
|
|
2023
Q1 | $167K | Buy |
10,578
+230
| +2% | +$3.63K | 0.01% | 790 |
|
|
2022
Q4 | $175K | Sell |
10,348
-14,075
| -58% | -$238K | 0.01% | 589 |
|
|
2022
Q3 | $405K | Sell |
24,423
-746
| -3% | -$12.4K | 0.02% | 373 |
|
|
2022
Q2 | $470K | Sell |
25,169
-2,980
| -11% | -$55.6K | 0.02% | 495 |
|
|
2022
Q1 | $619K | Sell |
28,149
-2,760
| -9% | -$60.7K | 0.02% | 513 |
|
|
2021
Q4 | $759K | Sell |
30,909
-2,027
| -6% | -$49.8K | 0.02% | 564 |
|
|
2021
Q3 | $824K | Buy |
32,936
+3,570
| +12% | +$89.3K | 0.02% | 457 |
|
|
2021
Q2 | $737K | Sell |
29,366
-49
| -0.2% | -$1.23K | 0.02% | 501 |
|
|
2021
Q1 | $704K | Buy |
+29,415
| New | +$704K | 0.02% | 558 |
|