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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
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)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
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)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding First Tr Inter Duration Pfd & Income

Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
Invesco
Cohen & Steers Capital Management
We Are One Seven
Rothschild Investment
Hennion & Walsh Asset Management
International Assets Investment Management
D.A. Davidson & Co.
Rareview Capital
Bank of America Corporation
Consolidated Portfolio Review Corp
Allspring Global Investments Holdings

View all funds holding First Tr Inter Duration Pfd & Income