First Tr Inter Duration Pfd & Income shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of First Tr Inter Duration Pfd & Income (FPF) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors 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 SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Tr Inter Duration Pfd & Income by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 721 | 19.15 |
| 2025-06-30 | $13k | 706 | 18.81 |
| 2025-03-31 | $13k | 690 | 18.38 |
| 2024-12-31 | $12k | 674 | 18.01 |
| 2024-09-30 | $13k | 660 | 19.53 |
| 2024-06-30 | $12k | 645 | 18.38 |
| 2024-03-31 | $11k | 630 | 17.93 |
| 2023-12-31 | $10k | 616 | 16.30 |
| 2023-09-30 | $9.0k | 602 | 14.89 |
| 2023-06-30 | $9.1k | 589 | 15.51 |
| 2023-03-31 | $9.1k | 577 | 15.78 |
| 2022-12-31 | $9.6k | 566 | 16.88 |
| 2022-09-30 | $9.0k | 555 | 16.22 |
| 2022-06-30 | $10k | 544 | 18.38 |
| 2022-03-31 | $11k | 533 | 20.64 |
| 2021-12-31 | $12k | 524 | 22.90 |
| 2021-09-30 | $12k | 516 | 23.26 |
| 2021-06-30 | $12k | 509 | 23.58 |
| 2021-03-31 | $12k | 501 | 23.95 |
| 2020-12-31 | $11k | 496 | 22.18 |
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