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First Tr Inter Duration Pfd & Income shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial 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 LifeSteps Financial 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $11k 600 18.17

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Top funds holding First Tr Inter Duration Pfd & Income

Morgan Stanley
Wells Fargo & Company
Sit Investment Associates
LPL Financial
Royal Bank of Canada
Invesco
Peak Planning Group
We Are One Seven
Cohen & Steers Capital Management
D.A. Davidson & Co.
Stifel Financial
UBS Group
Rareview Capital
Advisor Group Holdings
Hennion & Walsh Asset Management

View all funds holding First Tr Inter Duration Pfd & Income