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First Tr Inter Duration Pfd & Income shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 121 18.17
2026-03-31 $2.1k 121 17.62
2025-12-31 $2.3k 121 18.63
2025-09-30 $2.3k 121 19.14
2025-06-30 $2.3k 121 18.81
2025-03-31 $2.2k 121 18.38
2024-12-31 $2.2k 121 17.99

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding First Tr Inter Duration Pfd & Income

Sit Investment Associates
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Invesco
Peak Planning Group
We Are One Seven
Cohen & Steers Capital Management
D.A. Davidson & Co.
Stifel Financial
Hennion & Walsh Asset Management
UBS Group
Rareview Capital
Advisor Group Holdings
Baird Financial

View all funds holding First Tr Inter Duration Pfd & Income