Peak Planning Group »

First Tr Inter Duration Pfd & Income shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 398k 17.63
2024-12-31 $5.4M 301k 18.00
2024-06-30 $4.4M 242k 18.37
2024-03-31 $3.9M 217k 17.92
2023-12-31 $3.3M 200k 16.31
2023-09-30 $2.9M 195k 14.90
2023-06-30 $2.8M 183k 15.51
2023-03-31 $2.7M 174k 15.78
2022-12-31 $2.8M 167k 16.87
2022-09-30 $2.7M 163k 16.58
2022-06-30 $2.9M 156k 18.68
2021-12-31 $3.2M 130k 24.54
2021-09-30 $3.0M 119k 25.02
2020-12-31 $2.4M 99k 24.05
2020-09-30 $1.9M 88k 21.49