First Tr Inter Duration Pfd & Income shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of First Tr Inter Duration Pfd & Income (FPF) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth 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 Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Tr Inter Duration Pfd & Income by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 11k | 19.15 |
| 2025-06-30 | $199k | 11k | 18.82 |
| 2025-03-31 | $215k | 12k | 18.39 |
| 2024-12-31 | $210k | 12k | 18.00 |
| 2024-09-30 | $228k | 12k | 19.53 |
| 2024-03-31 | $209k | 12k | 17.92 |
| 2023-12-31 | $191k | 12k | 16.31 |
| 2022-12-31 | $657k | 39k | 16.87 |
| 2022-09-30 | $646k | 39k | 16.59 |
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