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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
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

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

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