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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
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)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
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

Wells Fargo & Company
Penserra Capital Management
Bank of America Corporation
Royal Bank of Canada
We Are One Seven
Sterneck Capital Management
Allspring Global Investments Holdings
Hennion & Walsh Asset Management
PFG Investments
Consolidated Portfolio Review Corp
Landscape Capital Management
Shaker Financial Services
Rockefeller Capital Management
UBS Group
D.A. Davidson & Co.

View all funds holding First Tr Inter Duration Pfd & Income