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First Tr Inter Duration Pfd & Income shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of First Tr Inter Duration Pfd & Income (FPF) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in First Tr Inter Duration Pfd & Income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Inter Duration Pfd & Income held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Inter Duration Pfd & Income by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $66k 3.5k 18.82
2025-03-31 $64k 3.5k 18.39
2024-12-31 $63k 3.5k 18.00
2024-09-30 $68k 3.5k 19.53
2024-06-30 $64k 3.5k 18.37
2024-03-31 $63k 3.5k 17.92
2023-12-31 $57k 3.5k 16.31
2023-09-30 $52k 3.5k 14.90
2023-06-30 $54k 3.5k 15.30
2023-03-31 $55k 3.5k 15.78
2022-12-31 $59k 3.5k 16.87
2022-09-30 $58k 3.5k 16.57
2022-06-30 $65k 3.5k 18.57
2022-03-31 $99k 4.5k 22.00
2021-12-31 $110k 4.5k 24.44
2021-09-30 $113k 4.5k 25.11
2021-06-30 $113k 4.5k 25.11
2021-03-31 $108k 4.5k 24.00
2020-12-31 $108k 4.5k 24.00
2020-09-30 $97k 4.5k 21.56
2020-06-30 $96k 4.5k 21.33
2020-03-31 $80k 4.5k 17.78
2019-12-31 $106k 4.5k 23.56
2019-09-30 $106k 4.5k 23.56
2019-06-30 $109k 4.8k 22.71
2019-03-31 $105k 4.8k 21.88
2018-12-31 $95k 4.8k 19.79
2018-09-30 $211k 9.8k 21.53
2018-06-30 $212k 9.8k 21.63
2018-03-31 $228k 9.8k 23.27
2017-12-31 $239k 9.8k 24.39
2017-09-30 $242k 9.8k 24.69
2017-03-31 $205k 8.8k 23.30
2016-12-31 $200k 8.8k 22.73
2016-09-30 $182k 7.8k 23.33
2016-06-30 $160k 6.8k 23.53

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

Top funds holding First Tr Inter Duration Pfd & Income

Morgan Stanley
Gridiron Partners
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Invesco
Sit Investment Associates
We Are One Seven
Cohen & Steers Capital Management
D.A. Davidson & Co.
Stifel Financial
Ameriprise Financial
Advisor Group Holdings
UBS Group
Hennion & Walsh Asset Management

View all funds holding First Tr Inter Duration Pfd & Income