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First Tr Inter Duration Pfd & Income shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial 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 Comprehensive Financial 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $881 46 19.15
2025-06-30 $866 46 18.83
2025-03-31 $845 46 18.37
2024-12-31 $828 46 18.00

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View all positions for Comprehensive Financial Planning

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