HARBOR INVESTMENT ADVISORY, LLC - 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 111 filers reported holding FIRST TR INTER DUR PFD & IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q3 2023$40,975
-3.9%
2,7500.0%0.01%
-16.7%
Q2 2023$42,653
-39.9%
2,750
-38.9%
0.01%
-45.5%
Q1 2023$71,010
-6.5%
4,5000.0%0.01%
-8.3%
Q4 2022$75,915
+1.2%
4,5000.0%0.01%0.0%
Q3 2022$75,000
-10.7%
4,5000.0%0.01%
-7.7%
Q2 2022$84,000
-15.2%
4,5000.0%0.01%0.0%
Q1 2022$99,000
-50.5%
4,500
-43.8%
0.01%
-51.9%
Q3 2021$200,000
-0.5%
8,0000.0%0.03%0.0%
Q2 2021$201,000
+4.7%
8,0000.0%0.03%
-6.9%
Q1 2021$192,0008,0000.03%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q3 2021
NameSharesValueWeighting ↓
Sterneck Capital Management, LLC 197,656$2,945,0741.97%
PETRA FINANCIAL ADVISORS INC 103,632$1,544,1171.29%
Shaker Financial Services, LLC 124,540$1,855,6460.86%
Eschler Asset Management LLP 35,000$521,5000.61%
Consolidated Portfolio Review Corp 154,064$2,295,5470.56%
DELTA CAPITAL MANAGEMENT LLC 31,260$4660.35%
Karpus Management, Inc. 677,947$10,101,4100.34%
Onyx Bridge Wealth Group LLC 61,214$912,0830.21%
RDA Financial Network 31,639$471,4210.20%
Penserra Capital Management LLC 615,726$9,1080.19%
View complete list of FIRST TR INTER DUR PFD & IN shareholders