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First Tr Inter Duration Pfd & Income shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in First Tr Inter Duration Pfd & Income

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All positions including First Tr Inter Duration Pfd & Income held by Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $697k 36k 19.15
2025-06-30 $685k 36k 18.82
2025-03-31 $669k 36k 18.39
2024-12-31 $655k 36k 18.00
2024-09-30 $711k 36k 19.54
2024-06-30 $668k 36k 18.36
2024-03-31 $652k 36k 17.92
2023-12-31 $608k 37k 16.45
2023-09-30 $678k 46k 14.89
2023-06-30 $815k 53k 15.51
2023-03-31 $827k 52k 15.77
2022-12-31 $807k 48k 16.99
2022-09-30 $796k 48k 16.58
2022-06-30 $521k 28k 18.67
2022-03-31 $521k 28k 18.66
2021-12-31 $689k 28k 24.67
2021-09-30 $699k 28k 25.03
2021-06-30 $649k 26k 25.11
2021-03-31 $635k 26k 24.56
2020-12-31 $759k 32k 24.05
2020-09-30 $678k 32k 21.49
2020-06-30 $709k 33k 21.31
2020-03-31 $594k 33k 17.85
2019-12-31 $513k 22k 23.60
2019-09-30 $513k 22k 23.62
2019-03-31 $497k 23k 21.80
2018-12-31 $453k 23k 19.80
2018-09-30 $421k 20k 21.55
2018-06-30 $424k 20k 21.77
2018-03-31 $436k 20k 22.39
2017-12-31 $482k 21k 23.54
2017-09-30 $206k 8.4k 24.67
2017-06-30 $206k 8.4k 24.67
2017-03-31 $202k 8.4k 24.19
2016-12-31 $146k 6.3k 23.36

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Top funds holding First Tr Inter Duration Pfd & Income

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

View all funds holding First Tr Inter Duration Pfd & Income