B. Riley Wealth Advisors, Inc. - FIRST TR INTER DUR PFD & IN ownership

FIRST TR INTER DUR PFD & IN's ticker is FPF and the CUSIP is 33718W103. A total of 106 filers reported holding FIRST TR INTER DUR PFD & IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q3 2023$301,508
+5.7%
20,235
+10.0%
0.01%
+33.3%
Q2 2023$285,279
+1.4%
18,393
+3.1%
0.01%
-14.3%
Q1 2023$281,432
-7.5%
17,835
-0.5%
0.01%
-22.2%
Q4 2022$304,306
+11.5%
17,919
+9.1%
0.01%
+12.5%
Q3 2022$273,000
-36.7%
16,418
-28.7%
0.01%
-55.6%
Q2 2022$431,000
-13.5%
23,020
+1.7%
0.02%
+12.5%
Q1 2022$498,000
-0.4%
22,633
+11.2%
0.02%
+14.3%
Q4 2021$500,000
+0.4%
20,350
+2.4%
0.01%
-12.5%
Q3 2021$498,000
+40.3%
19,881
+40.7%
0.02%
+33.3%
Q2 2021$355,000
+34.0%
14,132
+27.9%
0.01%
+33.3%
Q1 2021$265,000
-25.1%
11,048
-32.8%
0.01%
-52.6%
Q3 2020$354,000
+1.7%
16,435
+0.6%
0.02%
-17.4%
Q2 2020$348,000
+21.3%
16,331
+1.7%
0.02%
-4.2%
Q1 2020$287,000
-24.7%
16,062
-0.4%
0.02%
-25.0%
Q4 2019$381,000
-3.8%
16,125
-3.6%
0.03%
-17.9%
Q3 2019$396,000
+5.3%
16,734
+1.3%
0.04%
-4.9%
Q2 2019$376,000
+3.0%
16,512
-1.2%
0.04%
-10.9%
Q1 2019$365,000
+26.7%
16,710
+14.9%
0.05%
+12.2%
Q4 2018$288,000
-9.7%
14,540
-1.5%
0.04%
+7.9%
Q3 2018$319,000
-1.2%
14,765
-1.3%
0.04%
-11.6%
Q2 2018$323,000
-10.5%
14,954
-3.6%
0.04%
-15.7%
Q1 2018$361,000
-5.0%
15,518
-0.4%
0.05%0.0%
Q4 2017$380,00015,5810.05%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q3 2023
NameSharesValueWeighting ↓
Sterneck Capital Management, LLC 160,573$3,862,0002.90%
Bramshill Investments, LLC 640,129$15,395,0001.06%
MENLO ADVISORS LLC 45,000$1,082,0000.72%
Onyx Bridge Wealth Group LLC 36,993$890,0000.58%
Mathes Company, Inc. 58,450$1,406,0000.57%
Armor Investment Advisors, LLC 29,726$715,0000.50%
Global Trust Asset Management, LLC 29,576$711,0000.39%
DELTA CAPITAL MANAGEMENT LLC 22,630$544,0000.38%
FIRST FINANCIAL CORP /IN/ 19,347$465,0000.34%
RDA Financial Network 31,616$760,0000.34%
View complete list of FIRST TR INTER DUR PFD & IN shareholders