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First Tr Inter Duration Pfd & Income shares owned by UBS Group

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

Historical chart of UBS Group investment in First Tr Inter Duration Pfd & Income

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All positions including First Tr Inter Duration Pfd & Income held by UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 142k 19.15
2025-06-30 $2.7M 144k 18.82
2025-03-31 $2.6M 144k 18.39
2024-12-31 $2.5M 138k 18.00
2024-09-30 $2.9M 148k 19.53
2024-06-30 $2.6M 140k 18.37
2024-03-31 $2.5M 142k 17.92
2023-12-31 $2.1M 131k 16.31
2023-09-30 $1.9M 128k 14.90
2023-06-30 $2.0M 132k 15.51
2023-03-31 $1.9M 119k 15.78
2022-12-31 $4.8M 286k 16.87
2022-09-30 $5.1M 312k 16.41
2022-06-30 $7.1M 382k 18.69
2022-03-31 $6.2M 280k 22.18
2021-12-31 $6.7M 274k 24.54
2021-09-30 $6.8M 270k 25.02
2021-06-30 $6.1M 245k 25.10
2021-03-31 $5.4M 227k 23.95
2020-12-31 $5.4M 225k 23.99
2020-09-30 $4.5M 209k 21.49
2020-06-30 $4.4M 205k 21.31
2020-03-31 $3.4M 191k 17.84
2019-12-31 $26M 1.1M 23.59
2019-09-30 $25M 1.0M 23.64
2019-06-30 $24M 1.1M 22.75
2019-03-31 $23M 1.1M 21.81
2018-12-31 $1.9M 96k 19.80
2018-09-30 $2.6M 119k 21.56
2018-06-30 $2.6M 122k 21.71
2018-03-31 $3.0M 120k 25.25
2017-12-31 $25M 1.0M 24.37
2017-09-30 $25M 1.0M 24.72
2017-06-30 $25M 1.0M 24.81
2017-03-31 $22M 941k 23.24
2016-12-31 $10M 445k 22.69
2016-09-30 $9.9M 424k 23.34
2016-06-30 $14M 583k 23.59
2016-03-31 $12M 508k 22.55
2015-12-31 $18M 845k 21.27
2015-09-30 $19M 880k 21.44
2015-03-31 $21M 940k 22.46

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View all positions for UBS Group

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