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First Tr Inter Duration Pfd & Income shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of First Tr Inter Duration Pfd & Income (FPF) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $181k 10k 18.00
2024-09-30 $383k 20k 19.53
2024-06-30 $593k 33k 17.92
2024-03-31 $593k 33k 17.92
2023-12-31 $556k 34k 16.31
2023-09-30 $512k 34k 14.90
2023-06-30 $540k 35k 15.51

More positions owned by Lakeview Capital Partners

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Biohaven (BHVN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Listed Fd Tr Shares Core Bd (OVB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Lakeview Capital Partners

Top funds holding First Tr Inter Duration Pfd & Income

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