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First Tr Inter Duration Pfd & Income shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 15k 17.92
2023-12-31 $207k 13k 16.31

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Inter Duration Pfd & Income

Morgan Stanley
Wells Fargo & Company
Penserra Capital Management
Karpus Investment Management
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Cohen & Steers Capital Management
We Are One Seven
Bank of America Corporation
Sterneck Capital Management
Allspring Global Investments Holdings
Hennion & Walsh Asset Management
PFG Investments
Consolidated Portfolio Review Corp

View all funds holding First Tr Inter Duration Pfd & Income