LPL Financial »

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

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

Historical chart of LPL 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Inter Duration Pfd & Income by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.3M 624k 14.90
2023-06-30 $10M 662k 15.51
2023-03-31 $9.9M 628k 15.78
2022-12-31 $11M 629k 16.87
2022-09-30 $8.3M 498k 16.58
2022-06-30 $10M 550k 18.68
2022-03-31 $12M 552k 21.99
2021-12-31 $16M 633k 24.54
2021-09-30 $11M 457k 25.02
2021-06-30 $8.3M 329k 25.11
2021-03-31 $9.1M 381k 23.95
2020-12-31 $8.7M 361k 24.05
2020-09-30 $3.2M 148k 21.49
2020-06-30 $3.0M 139k 21.31
2020-03-31 $2.3M 127k 17.84
2019-12-31 $4.1M 173k 23.59
2019-09-30 $4.6M 193k 23.64
2019-06-30 $5.3M 234k 22.75
2019-03-31 $5.2M 236k 21.81
2018-12-31 $4.1M 208k 19.80
2018-09-30 $4.6M 213k 21.56
2018-06-30 $4.7M 218k 21.59
2018-03-31 $5.9M 252k 23.26
2017-12-31 $1.8M 74k 24.38
2017-09-30 $1.2M 49k 24.72
2017-06-30 $1.2M 48k 24.82
2017-03-31 $4.8M 207k 23.16
2016-12-31 $4.8M 209k 22.94
2016-09-30 $4.7M 202k 23.07
2016-06-30 $3.9M 166k 23.54
2016-03-31 $5.9M 264k 22.15
2015-12-31 $6.8M 318k 21.39
2015-09-30 $3.6M 168k 21.21
2015-06-30 $2.8M 133k 21.38
2015-03-31 $2.8M 124k 22.45
2014-12-31 $3.8M 168k 22.71
2014-09-30 $3.5M 160k 21.70
2014-06-30 $3.4M 147k 22.87
2014-03-31 $2.6M 119k 22.14
2013-12-31 $2.9M 136k 21.25
2013-09-30 $2.9M 134k 21.49

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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