SageView Advisory Group »

First Tr Inter Duration Pfd & Income shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 285 18.64

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding First Tr Inter Duration Pfd & Income

Sit Investment Associates
Wells Fargo & Company
LPL Financial
Invesco
Royal Bank of Canada
We Are One Seven
Cohen & Steers Capital Management
D.A. Davidson & Co.
Stifel Financial
UBS Group
Ameriprise Financial
Advisor Group Holdings
Shaker Financial Services
Baird Financial
Raymond James Financial

View all funds holding First Tr Inter Duration Pfd & Income