Creative Planning - 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 93 filers reported holding FIRST TR INTER DUR PFD & IN in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q4 2019$271,000
-0.4%
11,4920.0%0.00%0.0%
Q3 2019$272,000
+9.7%
11,492
+5.5%
0.00%0.0%
Q2 2019$248,000
+4.2%
10,8920.0%0.00%0.0%
Q1 2019$238,000
+3.5%
10,892
-6.3%
0.00%0.0%
Q4 2018$230,000
-9.4%
11,624
-1.4%
0.00%0.0%
Q3 2018$254,000
+10.0%
11,784
+10.0%
0.00%0.0%
Q2 2018$231,000
+13.2%
10,711
+22.2%
0.00%0.0%
Q1 2018$204,000
-6.4%
8,764
-2.2%
0.00%0.0%
Q4 2017$218,000
-16.2%
8,964
-14.9%
0.00%0.0%
Q3 2017$260,000
+39.0%
10,532
+39.5%
0.00%0.0%
Q2 2017$187,000
+76.4%
7,552
+66.0%
0.00%0.0%
Q1 2017$106,000
-3.6%
4,550
-6.5%
0.00%0.0%
Q4 2016$110,000
-17.3%
4,865
-14.6%
0.00%0.0%
Q3 2016$133,000
+13.7%
5,695
+14.4%
0.00%0.0%
Q2 2016$117,000
-7.1%
4,979
-11.0%
0.00%0.0%
Q1 2016$126,000
+28.6%
5,595
+21.8%
0.00%0.0%
Q4 2015$98,000
+53.1%
4,595
+53.2%
0.00%0.0%
Q3 2015$64,000
-70.0%
3,000
-68.4%
0.00%
-50.0%
Q1 2015$213,000
+213.2%
9,500
+216.7%
0.00%
+100.0%
Q4 2014$68,0003,0000.00%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q3 2018
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