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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $404K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $131K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $131K | Hold |
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|
2018
Q2 | $131K | Hold |
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|
2018
Q1 | $141K | Hold |
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|
2017
Q4 | $148K | Buy |
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|
2017
Q3 | $56K | Hold |
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|
2017
Q2 | $57K | Hold |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $52K | Buy |
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