Steward Partners Investment Advisory’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 | $425K | Buy |
24,086
+2,172
| +10% | +$40.5K | ﹤0.01% | 1600 |
|
|
2025
Q4 | $408K | Buy |
21,914
+116
| +0.5% | +$2.17K | ﹤0.01% | 1536 |
|
|
2025
Q3 | $417K | Sell |
21,798
-1,852
| -8% | -$35.3K | ﹤0.01% | 1471 |
|
|
2025
Q2 | $445K | Buy |
23,650
+109
| +0.5% | +$1.95K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $433K | Buy |
23,541
+125
| +0.5% | +$2.32K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $421K | Sell |
23,416
-703
| -3% | -$13.2K | ﹤0.01% | 1241 |
|
|
2024
Q3 | $471K | Buy |
24,119
+2,149
| +10% | +$39.9K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $404K | Sell |
21,970
-1,899
| -8% | -$33.3K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $428K | Buy |
23,869
+100
| +0.4% | +$1.73K | ﹤0.01% | 1118 |
|
|
2023
Q4 | $388K | Buy |
23,769
+14,578
| +159% | +$221K | 0.01% | 1111 |
|
|
2023
Q3 | $137K | Buy |
9,191
+43
| +0.5% | +$656 | ﹤0.01% | 1429 |
|
|
2023
Q2 | $142K | Sell |
9,148
-4,121
| -31% | -$63.1K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $209K | Buy |
13,269
+2,748
| +26% | +$48.1K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $177K | Buy |
10,521
+500
| +5% | +$8.37K | ﹤0.01% | 1291 |
|
|
2022
Q3 | $166K | Buy |
10,021
+800
| +9% | +$15.1K | ﹤0.01% | 1275 |
|
|
2022
Q2 | $172K | Buy |
9,221
+946
| +11% | +$18.5K | ﹤0.01% | 1270 |
|
|
2022
Q1 | $182K | Hold |
8,275
| – | – | ﹤0.01% | 1335 |
|
|
2021
Q4 | $203K | Sell |
8,275
-800
| -9% | -$19.9K | ﹤0.01% | 1309 |
|
|
2021
Q3 | $227K | Sell |
9,075
-1,500
| -14% | -$38.4K | ﹤0.01% | 1222 |
|
|
2021
Q2 | $266K | Sell |
10,575
-3,216
| -23% | -$79.4K | ﹤0.01% | 1325 |
|
|
2021
Q1 | $330K | Buy |
13,791
+3,216
| +30% | +$75.5K | 0.01% | 1051 |
|
|
2020
Q4 | $254K | Sell |
10,575
-1,416
| -12% | -$31.8K | 0.01% | 973 |
|
|
2020
Q3 | $258K | Buy |
11,991
+1,416
| +13% | +$30.8K | 0.01% | 856 |
|
|
2020
Q2 | $225K | Buy |
10,575
+800
| +8% | +$16.1K | 0.01% | 844 |
|
|
2020
Q1 | $174K | Sell |
9,775
-40
| -0.4% | -$891 | 0.01% | 832 |
|
|
2019
Q4 | $231K | Buy |
9,815
+1,040
| +12% | +$24.7K | 0.01% | 843 |
|
|
2019
Q3 | $207K | Buy |
8,775
+3,000
| +52% | +$69.6K | 0.01% | 836 |
|
|
2019
Q2 | $131K | Buy |
+5,775
| New | +$129K | ﹤0.01% | 946 |
|
|
2018
Q4 | – | Sell |
-6,075
| Closed | -$131K | – | 1258 |
|
|
2018
Q3 | $131K | Hold |
6,075
| – | – | 0.01% | 843 |
|
|
2018
Q2 | $131K | Hold |
6,075
| – | – | 0.01% | 769 |
|
|
2018
Q1 | $141K | Hold |
6,075
| – | – | 0.01% | 696 |
|
|
2017
Q4 | $148K | Buy |
6,075
+3,775
| +164% | +$93.2K | 0.01% | 573 |
|
|
2017
Q3 | $56K | Hold |
2,300
| – | – | 0.01% | 665 |
|
|
2017
Q2 | $57K | Hold |
2,300
| – | – | 0.01% | 596 |
|
|
2017
Q1 | $53K | Hold |
2,300
| – | – | 0.01% | 540 |
|
|
2016
Q4 | $52K | Buy |
+2,300
| New | +$50.9K | 0.02% | 319 |
|
Other funds holding FPF
SIA
PPG
MOS
DADC