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First Tr Inter Duration Pfd & Income shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 21k 19.15
2025-06-30 $426k 23k 18.82

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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