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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

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Quarterly reported holdings in First Tr Inter Duration Pfd & Income by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
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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View all positions for Icon Wealth Advisors

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